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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
$238M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$258K
3
+$180K
4
CELG
Celgene Corp
CELG
+$160K
5
GILD icon
Gilead Sciences
GILD
+$122K

Top Sells

1
+$4.21M
2
+$1.02M
3
+$562K
4
JEF icon
Jefferies Financial Group
JEF
+$274K
5
TRP icon
TC Energy
TRP
+$168K

Sector Composition

1 Technology 18.87%
2 Healthcare 15.25%
3 Consumer Staples 14.75%
4 Financials 9.44%
5 Energy 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
140
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352
– –
-3,295
353
$0 ﹤0.01%
1
354
– –
-400
355
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19
356
– –
-1,908
357
$0 ﹤0.01%
2
358
– –
-125
359
$0 ﹤0.01%
100
360
– –
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361
$0 ﹤0.01%
200
362
– –
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363
– –
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364
$0 ﹤0.01%
345
365
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366
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367
$0 ﹤0.01%
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370
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371
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– –
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12 13 14
15
16