ARMC
American Research & Management Company Portfolio holdings
AUM
$362M
1-Year Return
8.06%
This Quarter Return
+3.28%
1 Year Return
-8.06%
3 Year Return
+35.07%
5 Year Return
+60.97%
10 Year Return
–
AUM
$252M
AUM Growth
+$3.52M
(+1.4%)
Cap. Flow
-$3.69M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
31.21%
Holding
386
New
6
Increased
36
Reduced
77
Closed
7
Top Buys
| 1 |
Boeing
BA
|
$235K |
| 2 |
Oceaneering
OII
|
$227K |
| 3 |
ATW
Atwood Oceanics
ATW
|
$208K |
| 4 |
SYBTP
S.Y. BANCOARP CAPITAL TRUST II PFD STK
SYBTP
|
$203K |
| 5 |
Diageo
DEO
|
$152K |
Top Sells
Sector Composition
| 1 | Energy | 16.97% |
| 2 | Technology | 16.34% |
| 3 | Consumer Staples | 12.55% |
| 4 | Healthcare | 11.89% |
| 5 | Industrials | 10.04% |
