ARMC
American Research & Management Company Portfolio holdings
AUM
$362M
1-Year Return
8.06%
This Quarter Return
-0.48%
1 Year Return
-8.06%
3 Year Return
+35.07%
5 Year Return
+60.97%
10 Year Return
–
AUM
$249M
AUM Growth
–
Cap. Flow
+$249M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.89%
Holding
380
New
380
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
IBM
IBM
|
$13.5M |
| 2 |
Exxon Mobil
XOM
|
$11.3M |
| 3 |
Johnson & Johnson
JNJ
|
$9.23M |
| 4 |
Dover
DOV
|
$8.21M |
| 5 |
Analog Devices
ADI
|
$7.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 16.96% |
| 2 | Technology | 16.02% |
| 3 | Consumer Staples | 13.16% |
| 4 | Healthcare | 11.79% |
| 5 | Industrials | 9.4% |
