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
$281M
AUM Growth
+$799K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$648K
3
+$626K
4
SSYS icon
Stratasys
SSYS
+$197K
5
DDD icon
3D Systems Corp
DDD
+$191K

Top Sells

1
+$1.85M
2
+$639K
3
+$516K
4
MTB.PRA
M &T Cap Tr IV Gtd Enhanced Tr Pfd Secs 12/31/2068
MTB.PRA
+$316K
5
ADI icon
Analog Devices
ADI
+$289K

Sector Composition

1 Technology 16.43%
2 Energy 15.7%
3 Healthcare 11.8%
4 Consumer Staples 11.73%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$48K 0.02%
541
177
$47K 0.02%
+2,000
178
$44K 0.02%
725
179
$43K 0.02%
400
180
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181
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182
$40K 0.01%
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183
$40K 0.01%
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184
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750
185
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186
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187
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188
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189
$36K 0.01%
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191
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192
$34K 0.01%
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193
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194
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195
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196
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198
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199
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$31K 0.01%
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