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
$89.6M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$742K
2 +$438K
3 +$281K
4
CG icon
Carlyle Group
CG
+$226K
5
EL icon
Estee Lauder
EL
+$185K

Top Sells

1 +$4.36M
2 +$827K
3 +$823K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$535K
5
TSLA icon
Tesla
TSLA
+$449K

Sector Composition

1 Technology 24.9%
2 Financials 13.44%
3 Healthcare 13.19%
4 Consumer Discretionary 11.62%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,934
102
-5,544
103
-1,277
104
-443
105
-5,401
106
-5,286