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ARMC

American Research & Management Company Portfolio holdings

AUM $362M
1-Year Est. Return 8.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-8.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
-$8.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$966K
3
+$188K
4
BHFAO
Brighthouse Financial Series B Preferred Stock
BHFAO
+$176K
5
PNFPP
Pinnacle Financial Partners 6.75% Series B Preferred Stock
PNFPP
+$156K

Top Sells

1
+$1.57M
2
+$1.03M
3
+$899K
4
IPGP icon
IPG Photonics
IPGP
+$856K
5
PG icon
Procter & Gamble
PG
+$786K

Sector Composition

1 Technology 24.26%
2 Healthcare 12.97%
3 Consumer Staples 12.13%
4 Financials 11.9%
5 Energy 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
40
377
$1K ﹤0.01%
18
378
$1K ﹤0.01%
50
379
$1K ﹤0.01%
11
-3
380
$1K ﹤0.01%
16
381
$1K ﹤0.01%
+600
382
– –
-25
383
$0 ﹤0.01%
100
384
$0 ﹤0.01%
5
385
– –
-29
386
– –
-12
387
– –
-31,931
388
– –
-1,350
389
$0 ﹤0.01%
+100
390
$0 ﹤0.01%
4
-20
391
$0 ﹤0.01%
+4
392
– –
-4,970
393
$0 ﹤0.01%
10
394
$0 ﹤0.01%
+2
395
– –
-11
396
$0 ﹤0.01%
30
397
$0 ﹤0.01%
64
398
$0 ﹤0.01%
+100
399
– –
-62,787
400
$0 ﹤0.01%
+25
12 13 14 15
16