AMERICAN RESEARCH & MANAGEMENT CO. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 391
New Positions 17
Increased Positions 52
Decreased Positions 113
Positions with Activity 165
Sold Out Positions 19
Total Mkt Value (in $ millions) 248

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

Sector Weighting

Basic Materials 6.82%
Capital Goods 1.58%
Conglomerates 0.02%
Consumer Cyclical 2.87%
Consumer/Non-Cyclical 15.04%
Energy 9.85%
Financial 16.06%
Healthcare 11.65%
Services 9.48%
Technology 18.91%
Transportation 0.31%
Utilities 2.52%

52 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BEMIS INC COM 26 26 New 600
SPDR SERIES TRUST S&P DIVID ETF 22 19 833.33 280
FIDELITY CORP BOND ETF 20 20 New 400
IRON MTN INC NEW COM 16 16 New 428
TORTOISE ENERGY INFRSTRCTR CP COM 14 14 New 336
FRONTIER COMMUNICATIONS CORP COM 10 1.77 1,495
AMBARELLA INC SHS 7 7 New 100
VANGUARD INDEX FDS S&P 500 ETF SHS 4 5.56 19
CREDIT SUISSE HIGH YLD BND FD SH BEN INT 2 2 New 734
PLUG POWER INC COM NEW 2 2 New 660
FAIRPOINT COMMUNICATIONS INC COM New 14
IDEARC INC COM New 9


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