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
$77.9M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$403K
2 +$373K
3 +$346K
4
PM icon
Philip Morris
PM
+$332K
5
ES icon
Eversource Energy
ES
+$310K

Top Sells

1 +$710K
2 +$703K
3 +$537K
4
LRCX icon
Lam Research
LRCX
+$523K
5
EL icon
Estee Lauder
EL
+$514K

Sector Composition

1 Technology 20.78%
2 Healthcare 16.22%
3 Financials 14.96%
4 Consumer Discretionary 10.55%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-947
102
-3,027
103
-648
104
-3,546