ARMC
American Research & Management Company Portfolio holdings
AUM
$362M
1-Year Return
8.06%
This Quarter Return
-0.06%
1 Year Return
-8.06%
3 Year Return
+35.07%
5 Year Return
+60.97%
10 Year Return
–
AUM
$246M
AUM Growth
+$595K
(+0.24%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
1.04%
Top 10 Holdings %
Top 10 Hldgs %
32.01%
Holding
411
New
40
Increased
73
Reduced
76
Closed
17
Top Buys
| 1 |
SPDR S&P Biotech ETF
XBI
|
$1.46M |
| 2 |
iShares Biotechnology ETF
IBB
|
$1.43M |
| 3 |
Ambarella
AMBA
|
$539K |
| 4 |
McCormick & Company Non-Voting
MKC
|
$510K |
| 5 |
AWH
Allied World Assurance Co Hld Lt
AWH
|
$379K |
Top Sells
Sector Composition
| 1 | Technology | 19.29% |
| 2 | Healthcare | 14.41% |
| 3 | Consumer Staples | 12.71% |
| 4 | Energy | 11.06% |
| 5 | Financials | 11.05% |
