ARMC
American Research & Management Company Portfolio holdings
AUM
$362M
1-Year Return
8.06%
This Quarter Return
-10.74%
1 Year Return
-8.06%
3 Year Return
+35.07%
5 Year Return
+60.97%
10 Year Return
–
AUM
$389M
AUM Growth
-$64.4M
(-14%)
Cap. Flow
-$9.6M
Cap. Flow
% of AUM
-2.47%
Top 10 Holdings %
Top 10 Hldgs %
31.99%
Holding
441
New
20
Increased
68
Reduced
75
Closed
17
Top Buys
| 1 |
Freeport-McMoran
FCX
|
+$1.89M |
| 2 |
Okta
OKTA
|
+$518K |
| 3 |
Charles Schwab
SCHW
|
+$471K |
| 4 |
Adobe
ADBE
|
+$461K |
| 5 |
Amazon
AMZN
|
+$404K |
Top Sells
| 1 |
Dover
DOV
|
+$333K |
| 2 |
Church & Dwight Co
CHD
|
+$306K |
| 3 |
Bristol-Myers Squibb
BMY
|
+$279K |
| 4 |
iShares Gold Trust
IAU
|
+$255K |
| 5 |
ResMed
RMD
|
+$199K |
Sector Composition
| 1 | Technology | 23.48% |
| 2 | Healthcare | 14.39% |
| 3 | Consumer Staples | 13.42% |
| 4 | Financials | 11.87% |
| 5 | Energy | 7.45% |
