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
$274M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$599K
3 +$459K
4
MSFT icon
Microsoft
MSFT
+$413K
5
PYPL icon
PayPal
PYPL
+$405K

Top Sells

1 +$7.01M
2 +$4.57M
3 +$2.21M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$1.3M
5
WELL icon
Welltower
WELL
+$529K

Sector Composition

1 Technology 23.78%
2 Healthcare 15.08%
3 Consumer Staples 13.13%
4 Financials 9.2%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$5K ﹤0.01%
+200
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$3K ﹤0.01%
104