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
$334M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.44M
3
+$1.43M
4
HIFS icon
Hingham Institution for Saving
HIFS
+$972K
5
DD
Du Pont De Nemours E I
DD
+$786K

Top Sells

1
+$2.17M
2
+$1.55M
3
+$713K
4
PAYX icon
Paychex
PAYX
+$692K
5
ADP icon
Automatic Data Processing
ADP
+$525K

Sector Composition

1 Technology 24.64%
2 Consumer Staples 15.14%
3 Healthcare 15.02%
4 Financials 10.74%
5 Energy 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
80
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-100
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100
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100
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500
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$6K ﹤0.01%
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$5K ﹤0.01%
10,000
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$5K ﹤0.01%
100
300
$4K ﹤0.01%
100
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