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
$281M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$704K
3 +$644K
4
GILD icon
Gilead Sciences
GILD
+$512K
5
BIVV
Bioverativ Inc. Common Stock
BIVV
+$359K

Sector Composition

1 Technology 26.69%
2 Healthcare 14.97%
3 Consumer Staples 13.1%
4 Financials 9.36%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
2
327
$0 ﹤0.01%
+18
328
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-2,300
346
$0 ﹤0.01%
3
-8
347
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$0 ﹤0.01%
9
349
-73,625
350
$0 ﹤0.01%
8