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
$126M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$384K
3
+$383K
4
AMT icon
American Tower
AMT
+$373K
5
COR
Coresite Realty Corporation
COR
+$372K

Top Sells

1
+$644K
2
+$634K
3
+$623K
4
CCI icon
Crown Castle
CCI
+$461K
5
RTX icon
RTX Corp
RTX
+$441K

Sector Composition

1 Financials 15.83%
2 Technology 14.89%
3 Healthcare 12.19%
4 Industrials 10.52%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.72M 2.95%
96,400
2
$3.58M 2.84%
123,688
-5,476
3
$3.09M 2.45%
150,670
4
$2.8M 2.22%
45,073
-1,783
5
$2.52M 2%
29,145
6
$2.14M 1.7%
23,680
+2,578
7
$1.95M 1.54%
35,291
8
$1.92M 1.52%
16,629
9
$1.81M 1.44%
7,561
10
$1.77M 1.4%
11,681
11
$1.64M 1.31%
19,555
-739
12
$1.54M 1.22%
47,914
13
$1.43M 1.13%
24,002
14
$1.27M 1.01%
41,361
15
$1.23M 0.98%
14,654
+3,598
16
$1.2M 0.95%
39,562
17
$1.14M 0.9%
21,332
18
$1.11M 0.88%
19,742
19
$1.04M 0.83%
13,344
20
$1.03M 0.82%
76,077
21
$1.01M 0.81%
27,978
22
$1M 0.8%
7,480
23
$964K 0.77%
9,252
24
$960K 0.76%
12,958
25
$939K 0.75%
8,972
1
2 3 4 5