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
$206M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.73M
3
+$2.58M
4
CVA
Covanta Holding Corporation
CVA
+$1.62M
5
ELX
EMULEX CORP
ELX
+$1.47M

Top Sells

1
+$3.27M
2
+$3.22M
3
+$1.66M
4
TLAB
TELLABS INC
TLAB
+$1.56M
5
NNBR icon
NN Inc
NNBR
+$1.49M

Sector Composition

1 Technology 18.3%
2 Financials 17.09%
3 Industrials 16.09%
4 Healthcare 9.13%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-55,668
102
– –
-21,875
103
– –
-687,558
104
– –
-236,378
1 2 3 4
5