ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.31M
3
+$337K
4
BJ icon
BJs Wholesale Club
BJ
+$317K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$276K

Top Sells

1
+$3.14M
2
+$528K
3
+$448K
4
ISRG icon
Intuitive Surgical
ISRG
+$322K
5
BSX icon
Boston Scientific
BSX
+$288K

Sector Composition

1 Technology 15.92%
2 Financials 13.69%
3 Real Estate 12.93%
4 Healthcare 12.89%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$223K 0.21%
+4,606
127
$223K 0.21%
1,671
128
$222K 0.21%
6,780
129
$222K 0.21%
2,893
130
$221K 0.21%
+3,610
131
$220K 0.21%
+6,433
132
$220K 0.21%
1,293
133
$219K 0.21%
+7,574
134
$219K 0.21%
+5,288
135
$218K 0.21%
3,050
136
$217K 0.21%
2,905
137
$217K 0.21%
+4,478
138
$216K 0.21%
+5,573
139
$216K 0.21%
+8,721
140
$215K 0.2%
+13,555
141
$214K 0.2%
10,785
-10,128
142
$212K 0.2%
+6,008
143
$210K 0.2%
+7,534
144
$210K 0.2%
+24,292
145
$210K 0.2%
7,435
-8,782
146
$208K 0.2%
3,705
147
$207K 0.2%
1,902
148
$207K 0.2%
10,220
-8,419
149
$206K 0.2%
+10,272
150
$206K 0.2%
+5,188
4 5
6
7 8