ARMC
American Research & Management Company Portfolio holdings
AUM
$362M
This Quarter Return
+5.5%
1 Year Return
-8.06%
3 Year Return
+35.07%
5 Year Return
+60.97%
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(-3.7%)
Cap. Flow
-$24.2M
Cap. Flow
% of AUM
-8.61%
Top 10 Holdings %
Top 10 Hldgs %
39.74%
Holding
375
New
13
Increased
45
Reduced
91
Closed
35
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.32M |
| 2 |
PayPal
PYPL
|
$662K |
| 3 |
Helmerich & Payne
HP
|
$659K |
| 4 |
Gilead Sciences
GILD
|
$494K |
| 5 |
BIVV
Bioverativ Inc. Common Stock
BIVV
|
$397K |
Top Sells
Sector Composition
| 1 | Technology | 26.69% |
| 2 | Healthcare | 14.97% |
| 3 | Consumer Staples | 13.1% |
| 4 | Financials | 9.36% |
| 5 | Energy | 8.58% |