ARMC

American Research & Management Company Portfolio holdings

AUM $362M
1-Year Est. Return 8.06%
This Quarter Est. Return
1 Year Est. Return
-8.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$776K
3
+$529K
4
BIIB icon
Biogen
BIIB
+$457K
5
IMO icon
Imperial Oil
IMO
+$398K

Top Sells

1
+$638K
2
+$471K
3
+$442K
4
JNJ icon
Johnson & Johnson
JNJ
+$326K
5
CHD icon
Church & Dwight Co
CHD
+$292K

Sector Composition

1 Technology 17.95%
2 Healthcare 15.33%
3 Consumer Staples 14.14%
4 Energy 9.52%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
450
227
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70
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$15K 0.01%
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1,000
235
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+12,400
236
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100
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237
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400
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500
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300
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500
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284
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274
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$12K ﹤0.01%
224
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247
$11K ﹤0.01%
200
248
$11K ﹤0.01%
43
249
$10K ﹤0.01%
305
+1
250
$10K ﹤0.01%
649
-8,043
8 9
10
11 12