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
$305M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Sector Composition

1 Technology 25.56%
2 Healthcare 14.58%
3 Financials 10.96%
4 Consumer Staples 10.38%
5 Energy 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-41
377
-25