Amica Retiree Medical Trust has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $22.4M, Microsoft Corp with a value of $6.75M, Apple Inc. with a value of $6.28M, Nvidia Corp with a value of $5.31M, and Amazon Com Inc with a value of $3.6M.

Examining the 13F form we can see an increase of $35.4M in the current position value, from $85.1M to 121M.

Below you can find more details about Amica Retiree Medical Trust portfolio as well as his latest detailed transactions.

Portfolio value $121 Million
Technology: $28.8 Million
ETFs: $27.1 Million
Healthcare: $11.5 Million
Financial Services: $11.2 Million
Consumer Cyclical: $10.8 Million
Industrials: $8.9 Million
Communication Services: $7.23 Million
Consumer Defensive: $6.39 Million
Other: $7.98 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $121 Million
  • Prior Value $85.1 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 43 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
Track This Portfolio

Track Amica Retiree Medical Trust Portfolio

Follow Amica Retiree Medical Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amica Retiree Medical Trust, based on Form 13F filings with the SEC.

News

Stay updated on Amica Retiree Medical Trust with notifications on news.