AMERICAN RESEARCH & MANAGEMENT CO. Information

145 FRONT STREET, MARION, Massachusetts, 02738, (508) 748-1665

Report Date: 03/31/2015

Position Statistics

Total Positions 390
New Positions 17
Increased Positions 52
Decreased Positions 112
Positions with Activity 164
Sold Out Positions 19
Total Mkt Value (in $ millions) 249

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 6.93%
Capital Goods 1.58%
Conglomerates 0.02%
Consumer Cyclical 2.82%
Consumer/Non-Cyclical 14.66%
Energy 9.73%
Financial 16.1%
Healthcare 11.66%
Services 9.33%
Technology 19.28%
Transportation 0.31%
Utilities 2.68%

164 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SEABOARD CORP COM -7 Sold Out 0
SEVENTY SEVEN ENERGY INC COM Sold Out 0
TETRA TECH INC NEW COM -4 Sold Out 0
XEROX CORP COM -1 Sold Out 0


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