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
176
$178K 0.17%
1,404
177
$175K 0.17%
1,187
178
$175K 0.17%
2,969
179
$175K 0.17%
5,939
180
$174K 0.17%
1,628
181
$173K 0.16%
2,903
182
$171K 0.16%
5,393
183
$171K 0.16%
7,455
184
$170K 0.16%
3,934
185
$169K 0.16%
1,160
186
$168K 0.16%
2,652
187
$166K 0.16%
+86,387
188
$163K 0.16%
1,837
189
$161K 0.15%
2,438
190
$159K 0.15%
1,552
191
$159K 0.15%
2,580
192
$155K 0.15%
9,262
193
$153K 0.15%
2,446
194
$151K 0.14%
948
-2,022
195
$150K 0.14%
1,801
196
$148K 0.14%
5,251
197
$147K 0.14%
5,475
198
$143K 0.14%
1,950
199
$142K 0.14%
+2,349
200
$142K 0.14%
1,388
6 7
8
9 10