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
$304M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Sells

1 +$847K
2 +$249K
3 +$178K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$147K
5
FI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$10K ﹤0.01%
80
252
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+200
253
$10K ﹤0.01%
43
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321
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141
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$8K ﹤0.01%
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335
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$8K ﹤0.01%
62
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$8K ﹤0.01%
500
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$8K ﹤0.01%
470
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750
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80
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$6K ﹤0.01%
100
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$6K ﹤0.01%
750
273
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200
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200
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$6K ﹤0.01%
453