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
$158M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$937K
3 +$814K
4
COST icon
Costco
COST
+$731K
5
HLT icon
Hilton Worldwide
HLT
+$694K

Top Sells

1 +$833K
2 +$786K
3 +$726K
4
CMCSA icon
Comcast
CMCSA
+$675K
5
JPM icon
JPMorgan Chase
JPM
+$604K

Sector Composition

1 Technology 21.16%
2 Financials 14.68%
3 Healthcare 12.28%
4 Communication Services 11.8%
5 Consumer Discretionary 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,789
152
-4,119
153
-2,393
154
-1,236
155
-20,705
156
-8,721
157
-8,232