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
$234M
AUM Growth
+$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Sells

1 +$1.42M
2 +$949K
3 +$819K
4
ETP
Energy Transfer Partners L.p.
ETP
+$690K
5
FPO
First Potomac Realty Trust
FPO
+$618K

Sector Composition

1 Technology 18.16%
2 Healthcare 15.89%
3 Consumer Staples 14.27%
4 Financials 10.27%
5 Energy 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
1
377
-70
378
$0 ﹤0.01%
18
379
$0 ﹤0.01%
25