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ARMC

American Research & Management Company Portfolio holdings

AUM $362M
1-Year Est. Return 8.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-8.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$258K
3
+$180K
4
CELG
Celgene Corp
CELG
+$160K
5
GILD icon
Gilead Sciences
GILD
+$122K

Top Sells

1
+$4.21M
2
+$1.02M
3
+$562K
4
JEF icon
Jefferies Financial Group
JEF
+$274K
5
TRP icon
TC Energy
TRP
+$168K

Sector Composition

1 Technology 18.87%
2 Healthcare 15.25%
3 Consumer Staples 14.75%
4 Financials 9.44%
5 Energy 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
177
302
$5K ﹤0.01%
100
303
$4K ﹤0.01%
200
304
$4K ﹤0.01%
+500
305
$4K ﹤0.01%
19
306
$4K ﹤0.01%
150
307
$4K ﹤0.01%
270
308
$4K ﹤0.01%
65
309
$4K ﹤0.01%
150
310
$4K ﹤0.01%
120
311
$4K ﹤0.01%
78
312
$4K ﹤0.01%
125
313
$4K ﹤0.01%
100
314
$4K ﹤0.01%
300
315
$4K ﹤0.01%
35
316
$3K ﹤0.01%
100
317
$3K ﹤0.01%
50
318
$3K ﹤0.01%
51
319
$3K ﹤0.01%
500
320
$3K ﹤0.01%
104
321
$3K ﹤0.01%
25
322
$3K ﹤0.01%
338
323
$3K ﹤0.01%
22
324
$3K ﹤0.01%
200
325
$3K ﹤0.01%
35
-3
11 12
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14 15