ARM

Adirondack Research & Management Portfolio holdings

AUM $82.2M
1-Year Est. Return 63.83%
This Quarter Est. Return
1 Year Est. Return
+63.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$820K
3
+$769K
4
ECVT icon
Ecovyst
ECVT
+$743K
5
RL icon
Ralph Lauren
RL
+$728K

Top Sells

1
+$1.81M
2
+$1.71M
3
+$1.43M
4
INFN
Infinera Corporation Common Stock
INFN
+$1.23M
5
STC icon
Stewart Information Services
STC
+$1.18M

Sector Composition

1 Technology 29.93%
2 Financials 19.39%
3 Industrials 12.19%
4 Consumer Discretionary 8.42%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$487K 0.67%
13,525
+2
52
$458K 0.63%
14,774
-32,823
53
$433K 0.59%
20,896
+2
54
$427K 0.58%
1,919
-1,256
55
$416K 0.57%
7,632
-5,422
56
$415K 0.57%
8,838
57
$402K 0.55%
8,200
58
$397K 0.54%
33,362
-6,803
59
$381K 0.52%
73,928
-38,993
60
$377K 0.52%
12,506
-280
61
$354K 0.48%
13,413
+103
62
$342K 0.47%
3,125
63
$340K 0.47%
15,664
+198
64
$331K 0.45%
9,205
65
$330K 0.45%
8,975
-485
66
$320K 0.44%
6,425
67
$300K 0.41%
4,145
68
$299K 0.41%
59,599
+13,655
69
$279K 0.38%
13,450
-20,008
70
$276K 0.38%
15,220
-600
71
$240K 0.33%
7,192
72
$214K 0.29%
23,362
-9,933
73
$213K 0.29%
3,959
-4
74
$208K 0.28%
+1,570
75
$203K 0.28%
+1,890
1 2
3
4