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
$249M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$11.3M
3 +$9.23M
4
DOV icon
Dover
DOV
+$8.21M
5
ADI icon
Analog Devices
ADI
+$7.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.96%
2 Technology 16.02%
3 Consumer Staples 13.16%
4 Healthcare 11.79%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
+644
352
$1K ﹤0.01%
+250
353
$1K ﹤0.01%
+12
354
$0 ﹤0.01%
+1
355
$0 ﹤0.01%
+7
356
$0 ﹤0.01%
+40
357
$0 ﹤0.01%
+150
358
$0 ﹤0.01%
+400
359
$0 ﹤0.01%
+21
360
$0 ﹤0.01%
+9
361
$0 ﹤0.01%
+100
362
$0 ﹤0.01%
+14
363
$0 ﹤0.01%
+25