ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $69.3M
1-Year Est. Return 16.22%
This Quarter Est. Return
1 Year Est. Return
+16.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$637K
2 +$548K
3 +$508K
4
SCHW icon
Charles Schwab
SCHW
+$462K
5
HON icon
Honeywell
HON
+$400K

Top Sells

1 +$1.07M
2 +$971K
3 +$812K
4
LUV icon
Southwest Airlines
LUV
+$624K
5
VRSK icon
Verisk Analytics
VRSK
+$593K

Sector Composition

1 Technology 23.58%
2 Financials 14.33%
3 Healthcare 12.49%
4 Consumer Discretionary 11.79%
5 Communication Services 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$212K 0.18%
3,401
-3,643
102
$174K 0.15%
3,840
103
-1,302
104
-1,762
105
-3,112
106
-12,133
107
-2,143