ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM
$69.3M
1-Year Return
16.22%
This Quarter Return
+4.93%
1 Year Return
+16.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
-$2.33M
(-1.8%)
Cap. Flow
-$7.48M
Cap. Flow
% of AUM
-6.05%
Top 10 Holdings %
Top 10 Hldgs %
20.31%
Holding
414
New
15
Increased
29
Reduced
23
Closed
51
Top Buys
| 1 |
Regency Centers
REG
|
+$479K |
| 2 |
Mid-America Apartment Communities
MAA
|
+$470K |
| 3 |
Equity Residential
EQR
|
+$461K |
| 4 |
Acadia Realty Trust
AKR
|
+$457K |
| 5 |
Occidental Petroleum
OXY
|
+$418K |
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
+$3.09M |
| 2 |
UnitedHealth
UNH
|
+$708K |
| 3 |
APF
Morgan Stanley Asia Pacific Fund
APF
|
+$583K |
| 4 |
Franklin Resources
BEN
|
+$521K |
| 5 |
Hewlett Packard
HPE
|
+$459K |
Sector Composition
| 1 | Technology | 16.49% |
| 2 | Financials | 15.78% |
| 3 | Healthcare | 12.05% |
| 4 | Industrials | 9.62% |
| 5 | Communication Services | 9.06% |
