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
151
$204K 0.19%
+13,894
152
$204K 0.19%
3,981
153
$202K 0.19%
2,346
154
$200K 0.19%
15,505
-9,852
155
$199K 0.19%
812
156
$199K 0.19%
4,537
157
$198K 0.19%
2,383
158
$195K 0.19%
1,026
159
$193K 0.18%
1,289
160
$192K 0.18%
9,114
-6,120
161
$192K 0.18%
1,463
-1,381
162
$191K 0.18%
+8,289
163
$189K 0.18%
+11,462
164
$185K 0.18%
1,634
165
$184K 0.18%
13,510
166
$182K 0.17%
2,276
167
$182K 0.17%
10,956
-7,631
168
$181K 0.17%
3,637
169
$181K 0.17%
1,588
170
$181K 0.17%
1,754
171
$180K 0.17%
21,811
-20
172
$180K 0.17%
3,165
173
$180K 0.17%
1,117
174
$180K 0.17%
2,690
175
$179K 0.17%
4,929
5 6
7
8 9