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

Top Buys

1 +$4.42M
2 +$279K
3 +$177K
4
CELG
Celgene Corp
CELG
+$155K
5
RTX icon
RTX Corp
RTX
+$128K

Top Sells

1 +$4.21M
2 +$1.12M
3 +$591K
4
JEF icon
Jefferies Financial Group
JEF
+$283K
5
TRP icon
TC Energy
TRP
+$189K

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
376
$0 ﹤0.01%
18