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
$462M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1 +$403K
2 +$210K
3 +$128K
4
OKTA icon
Okta
OKTA
+$126K
5
FDX icon
FedEx
FDX
+$120K

Top Sells

1 +$1.48M
2 +$1.25M
3 +$818K
4
IAU icon
iShares Gold Trust
IAU
+$516K
5
BLK icon
Blackrock
BLK
+$504K

Sector Composition

1 Technology 25.87%
2 Healthcare 13.6%
3 Financials 13.44%
4 Consumer Staples 12.54%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$5K ﹤0.01%
80
327
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328
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+11
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+25
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$4K ﹤0.01%
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20
+9
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$4K ﹤0.01%
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70
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150
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439
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17
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20
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+300
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100
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25
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40
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$2K ﹤0.01%
8