ARMC
American Research & Management Company Portfolio holdings
AUM
$362M
1-Year Return
8.06%
This Quarter Return
-4.87%
1 Year Return
-8.06%
3 Year Return
+35.07%
5 Year Return
+60.97%
10 Year Return
–
AUM
$362M
AUM Growth
-$26.9M
(-6.9%)
Cap. Flow
-$2.52M
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
32.46%
Holding
471
New
47
Increased
54
Reduced
92
Closed
46
Top Buys
| 1 |
Adobe
ADBE
|
+$531K |
| 2 |
PayPal
PYPL
|
+$414K |
| 3 |
FedEx
FDX
|
+$233K |
| 4 |
Freeport-McMoran
FCX
|
+$215K |
| 5 |
NVIDIA
NVDA
|
+$200K |
Top Sells
| 1 |
Okta
OKTA
|
+$1.32M |
| 2 |
Apple
AAPL
|
+$428K |
| 3 |
IBM
IBM
|
+$428K |
| 4 |
SPDR ICE Preferred Securities ETF
PSK
|
+$231K |
| 5 |
Dover
DOV
|
+$228K |
Sector Composition
| 1 | Technology | 22.52% |
| 2 | Healthcare | 14.01% |
| 3 | Financials | 12.9% |
| 4 | Consumer Staples | 12.61% |
| 5 | Energy | 7.96% |
