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
$270M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.29M
3
+$1.85M
4
FMER
FIRSTMERIT CORP
FMER
+$1.39M
5
AUTO
AutoWeb, Inc. Common Stock
AUTO
+$1.11M

Top Sells

1
+$4.1M
2
+$3.05M
3
+$2.65M
4
ELX
EMULEX CORP
ELX
+$1.83M
5
AER icon
AerCap
AER
+$1.69M

Sector Composition

1 Industrials 16.75%
2 Technology 16.65%
3 Financials 15%
4 Consumer Discretionary 8.91%
5 Healthcare 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.43M 2.76%
350,400
-19,900
2
$6.21M 2.3%
410,167
-53,499
3
$5.74M 2.13%
2,321,769
4
$5.66M 2.1%
441,730
5
$5.65M 2.1%
177,067
6
$5.6M 2.08%
17,947
7
$5.54M 2.06%
657,620
+12,353
8
$5.51M 2.04%
543,613
9
$5.41M 2.01%
307,639
+79,028
10
$5.35M 1.99%
96,988
11
$5.25M 1.95%
106,353
+1,000
12
$5.19M 1.93%
158,642
+7,500
13
$5.07M 1.88%
340,298
+45,000
14
$5.07M 1.88%
163,586
15
$5.01M 1.86%
460,600
16
$4.74M 1.76%
243,542
17
$4.72M 1.75%
356,600
18
$4.54M 1.68%
204,834
+4,109
19
$4.51M 1.67%
417,036
20
$4.5M 1.67%
315,160
21
$4.44M 1.65%
31,914
+3,236
22
$4.37M 1.62%
+257,726
23
$4.29M 1.59%
404,255
24
$4.15M 1.54%
285,668
-90,000
25
$4.15M 1.54%
1,265,957
+201,837
1
2 3 4 5