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 53
Decreased Positions 112
Positions with Activity 165
Sold Out Positions 19
Total Mkt Value (in $ millions) 245

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

Sector Weighting

Basic Materials 6.64%
Capital Goods 1.62%
Conglomerates 0.02%
Consumer Cyclical 2.79%
Consumer/Non-Cyclical 14.6%
Energy 8.99%
Financial 16.59%
Healthcare 11.82%
Services 9.4%
Technology 19.79%
Transportation 0.3%
Utilities 2.45%

17 New Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BEMIS INC COM 27 27 New 600
CAMBRIDGE BANCORP COM 350 350 New 7,608
ECOLAB INC COM 45 45 New 400
EOG RES INC COM 26 26 New 302
FAIRPOINT COMMUNICATIONS INC COM New 14
IDEARC INC COM New 9
IRON MTN INC NEW COM 14 14 New 428
PEMBINA PIPELINE CORP COM 43 43 New 1,320
TORTOISE ENERGY INFRSTRCTR CP COM 12 12 New 336
UNITIL CORP COM 33 33 New 1,000
PLUG POWER INC COM NEW 2 2 New 660
FIDELITY CORP BOND ETF 20 20 New 400
ISHARES TR NASDQ BIOTEC ETF 213 213 New 575
CREDIT SUISSE HIGH YLD BND FD SH BEN INT 2 2 New 734
AMBARELLA INC SHS 10 10 New 100
BAYER A G SPONSORED ADR 87 87 New 619
ONEOK PARTNERS LP UNIT LTD PARTN 54 54 New 1,587


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