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
$274M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$599K
3 +$459K
4
MSFT icon
Microsoft
MSFT
+$413K
5
PYPL icon
PayPal
PYPL
+$405K

Top Sells

1 +$7.01M
2 +$4.57M
3 +$2.21M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$1.3M
5
WELL icon
Welltower
WELL
+$529K

Sector Composition

1 Technology 23.78%
2 Healthcare 15.08%
3 Consumer Staples 13.13%
4 Financials 9.2%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$22K 0.01%
+426
227
$22K 0.01%
900
228
$22K 0.01%
180
229
$21K 0.01%
140
230
$21K 0.01%
400
231
$21K 0.01%
300
232
$21K 0.01%
12,400
233
$20K 0.01%
2,114
-2,114
234
$20K 0.01%
200
235
$19K 0.01%
500
236
$19K 0.01%
500
237
$19K 0.01%
+750
238
$18K 0.01%
104
239
$18K 0.01%
100
240
$18K 0.01%
800
241
$16K 0.01%
450
242
$16K 0.01%
100
243
$16K 0.01%
+750
244
$16K 0.01%
400
245
$16K 0.01%
400
246
$16K 0.01%
400
247
$15K 0.01%
1,000
248
$15K 0.01%
70
249
$14K 0.01%
200
250
$14K 0.01%
500