AMERICAN RESEARCH & MANAGEMENT CO. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 411
New Positions 38
Increased Positions 113
Decreased Positions 91
Positions with Activity 204
Sold Out Positions 14
Total Mkt Value (in $ millions) 246

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

Sector Weighting

Basic Materials 6.15%
Capital Goods 1.6%
Conglomerates 0.02%
Consumer Cyclical 2.68%
Consumer/Non-Cyclical 15.21%
Energy 8.14%
Financial 17.45%
Healthcare 12.18%
Services 9.21%
Technology 19.7%
Transportation 0.28%
Utilities 2.27%

113 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHIMERA INVT CORP COM NEW 2 2 New 112
DREAM UNLIMITED CORP COM CL A SUB VTG 2 2 New 200
WESTERN UN CO COM 2 2 New 75
DUNDEE CORP CL A SUB VTG 1 1 New 150
ENERPLUS CORP COM 1 1 New 200
HUGOTON RTY TR TEX UNIT BEN INT 1 1 New 395
LINN ENERGY LLC UNIT LTD LIAB 1 1 New 200
VALE S A ADR 1 1 New 100
LIGHTSTREAM RES LTD COM New 800
TOUCHSTONE EXPL INC NEW COM New 150
AMERICAN INTL GROUP INC COM New 2
FAIRPOINT COMMUNICATIONS INC COM 7.14 15
TERRA INVENTIONS CORP COM New 1


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