AMERICAN RESEARCH & MANAGEMENT CO. Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 403
New Positions 9
Increased Positions 50
Decreased Positions 125
Positions with Activity 175
Sold Out Positions 16
Total Mkt Value (in $ millions) 220

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

Sector Weighting

Basic Materials 5.61%
Capital Goods 1.7%
Conglomerates 0.02%
Consumer Cyclical 2.94%
Consumer/Non-Cyclical 17.16%
Energy 8.5%
Financial 15.81%
Healthcare 12.67%
Services 8.9%
Technology 18.39%
Transportation 0.16%
Utilities 1.63%

9 New Positions as of 12/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACCESS NATL CORP COM 4 4 New 250
CITIGROUP INC COM NEW 2 2 New 40
DEXCOM INC COM 12 12 New 200
ISHARES TR S&P 500 VAL ETF 107 107 New 1,291
ISHARES TR CORE S&P SCP ETF 74 74 New 742
ISHARES TR CORE S&P MCP ETF 84 84 New 659
SYNCHRONY FINL COM 121 121 New 4,790
TERRA TECH CORP COM 1 1 New 5,000
ZIMMER BIOMET HLDGS INC COM 58 58 New 612


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