AMERICAN RESEARCH & MANAGEMENT CO. Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 391
New Positions 25
Increased Positions 75
Decreased Positions 85
Positions with Activity 160
Sold Out Positions 13
Total Mkt Value
(in $ millions)
258

Sector Weighting

Basic Materials 9.42%
Capital Goods 1.42%
Conglomerates 0.02%
Consumer Cyclical 2.15%
Consumer/Non-Cyclical 14.73%
Energy 14.71%
Financial 13.12%
Healthcare 9.78%
Services 7.88%
Technology 16.15%
Transportation 1.31%
Utilities 2.73%

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

25 New Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BRIGHT HORIZONS FAM SOL IN DEL COM 72 72 New 2,150
CITRIX SYS INC COM 64 64 New 1,050
CERNER CORP COM 39 39 New 400
STERICYCLE INC COM 27 27 New 250
OCEANEERING INTL INC COM 22 22 New 300
KLA-TENCOR CORP COM 17 17 New 300
ATWOOD OCEANICS INC COM 17 17 New 300
TRANSOCEAN LTD REG SHS 15 15 New 300
AMERICAN CAPITAL AGENCY CORP COM 13 13 New 500
BAIDU INC SPON ADR REP A 10 10 New 100
UBS AG JERSEY BRH ALERIAN INFRST 7 7 New 175
DIGITAL RLTY TR INC COM 6 6 New 100
TRAVELCENTERS OF AMERICA LLC COM 1 1 New 50
GAMESTOP CORP NEW CL A New 10
SUNTECH PWR HLDGS CO LTD ADR New 150
OCEAN SPRAY CRANBERRIES INC PFD 2 PART 4% New 20
PC CONNECTION COM New 7
CNO FINL GROUP INC COM New 1
A123 SYS INC COM New 400
TRANSWITCH CORP COM NEW New 25

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