ARMC
American Research & Management Company Portfolio holdings
AUM
$362M
1-Year Return
8.06%
This Quarter Return
+1.39%
1 Year Return
-8.06%
3 Year Return
+35.07%
5 Year Return
+60.97%
10 Year Return
–
AUM
$304M
AUM Growth
+$23.3M
(+8.3%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
6.61%
Top 10 Holdings %
Top 10 Hldgs %
36.29%
Holding
363
New
24
Increased
32
Reduced
61
Closed
17
Top Buys
Top Sells
| 1 |
IBM
IBM
|
+$847K |
| 2 |
PVTB
PrivateBancorp Inc
PVTB
|
+$249K |
| 3 |
Glacier Bancorp
GBCI
|
+$178K |
| 4 |
Fortune Brands Innovations
FBIN
|
+$147K |
| 5 |
Fiserv
FI
|
+$141K |
Sector Composition
| 1 | Technology | 23.27% |
| 2 | Healthcare | 15.19% |
| 3 | Consumer Staples | 12.28% |
| 4 | Financials | 9.29% |
| 5 | Energy | 7.65% |
