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
$280M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$743K
3 +$517K
4
PAYX icon
Paychex
PAYX
+$450K
5
NRP icon
Natural Resource Partners
NRP
+$102K

Sector Composition

1 Energy 16.21%
2 Technology 15.82%
3 Consumer Staples 11.97%
4 Healthcare 11.08%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-546
377
$0 ﹤0.01%
21
378
$0 ﹤0.01%
9
379
-100
380
-12
381
$0 ﹤0.01%
14
382
$0 ﹤0.01%
25