ARMC
American Research & Management Company Portfolio holdings
AUM
$362M
1-Year Return
8.06%
This Quarter Return
+1.15%
1 Year Return
-8.06%
3 Year Return
+35.07%
5 Year Return
+60.97%
10 Year Return
–
AUM
$333M
AUM Growth
-$1.73M
(-0.52%)
Cap. Flow
-$5.1M
Cap. Flow
% of AUM
-1.53%
Top 10 Holdings %
Top 10 Hldgs %
33.88%
Holding
351
New
8
Increased
31
Reduced
82
Closed
17
Top Buys
| 1 |
Hingham Institution for Saving
HIFS
|
+$382K |
| 2 |
FedEx
FDX
|
+$368K |
| 3 |
Exxon Mobil
XOM
|
+$363K |
| 4 |
Alerian MLP ETF
AMLP
|
+$352K |
| 5 |
Chevron
CVX
|
+$237K |
Top Sells
Sector Composition
| 1 | Technology | 24.93% |
| 2 | Consumer Staples | 15.6% |
| 3 | Healthcare | 14.62% |
| 4 | Financials | 10.59% |
| 5 | Energy | 8.68% |
