ARMC
American Research & Management Company Portfolio holdings
AUM
$362M
1-Year Return
8.06%
This Quarter Return
+6.22%
1 Year Return
-8.06%
3 Year Return
+35.07%
5 Year Return
+60.97%
10 Year Return
–
AUM
$337M
AUM Growth
+$49.1M
(+17%)
Cap. Flow
+$31.2M
Cap. Flow
% of AUM
9.25%
Top 10 Holdings %
Top 10 Hldgs %
34.71%
Holding
367
New
45
Increased
29
Reduced
69
Closed
17
Top Buys
Top Sells
| 1 |
Edwards Lifesciences
EW
|
$1.14M |
| 2 |
SFE
Safeguard Scientifics, Inc.
SFE
|
$910K |
| 3 |
CATC
CAMBRIDGE BANCORP
CATC
|
$639K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$516K |
| 5 |
GE Aerospace
GE
|
$355K |
Sector Composition
| 1 | Technology | 25.2% |
| 2 | Healthcare | 15.02% |
| 3 | Consumer Staples | 13.47% |
| 4 | Financials | 10.12% |
| 5 | Energy | 9.57% |
