We are live on ! Find out more
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
$246M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$413K
3
+$362K
4
WAT icon
Waters Corp
WAT
+$280K
5
SCHW
Charles Schwab
SCHW
+$197K

Top Sells

1
+$1.81M
2
+$1.35M
3
+$432K
4
PG icon
Procter & Gamble
PG
+$421K
5
JNJ icon
Johnson & Johnson
JNJ
+$365K

Sector Composition

1 Technology 18.79%
2 Healthcare 14.32%
3 Consumer Staples 13.01%
4 Energy 11.72%
5 Financials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$0 ﹤0.01%
1
352
$0 ﹤0.01%
7
353
– –
-50
354
$0 ﹤0.01%
40
355
– –
-750
356
– –
-661
357
– –
-2,000
358
$0 ﹤0.01%
1
359
– –
-24,000
360
$0 ﹤0.01%
19
361
– –
-200
362
– –
-40
363
– –
-10
364
– –
-125
365
– –
-2
366
– –
-750
367
– –
-17
368
– –
-42
369
– –
-725
370
$0 ﹤0.01%
+9
371
– –
-50
372
$0 ﹤0.01%
25
373
$0 ﹤0.01%
25
374
– –
-50
375
$0 ﹤0.01%
1
11 12 13 14
15