AMERICAN RESEARCH & MANAGEMENT CO. Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 392
New Positions 25
Increased Positions 75
Decreased Positions 85
Positions with Activity 160
Sold Out Positions 13
Total Mkt Value
(in $ millions)
265

Sector Weighting

Basic Materials 9.74%
Capital Goods 1.43%
Conglomerates 0.02%
Consumer Cyclical 2.15%
Consumer/Non-Cyclical 14.79%
Energy 14.57%
Financial 12.86%
Healthcare 9.69%
Services 8.2%
Technology 16.03%
Transportation 1.29%
Utilities 2.76%

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

13 Sold Out Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACCURAY INC COM -3 Sold Out 0
AXA SA SPONSORED ADR -1 Sold Out 0
BOEING CO COM -5 Sold Out 0
EATON VANCE CORP COM NON VTG -1 Sold Out 0
GABELLI EQUITY TR INC COM -7 Sold Out 0
GABELLI UTIL TR COM -6 Sold Out 0
HOLOGIC INC COM -8 Sold Out 0
HONEYWELL INTL INC COM -2 Sold Out 0
LIONBRIDGE TECHNOLOGIES INC COM -8 Sold Out 0
NORTHERN DYNASTY MINERALS LTD COM NEW -20 Sold Out 0
PERRIGO CO COM -1 Sold Out 0
SUPERVALU INC COM -14 Sold Out 0
V F CORP COM -1 Sold Out 0

Latest News Headlines

Morgan Stanley: To Sell India Wealth Management Assets to Standard Chartered Bank    3:33AM ET  - Dow Jones Business News

Alvarion(R) Reports First Quarter 2013 Results    2:00AM ET  - GlobeNewswire

Google CEO Defends Tax Affairs    1:15AM ET  - Dow Jones Business News

Goldman Sachs Chief Confident Euro Will Survive   12:55AM ET  - Dow Jones Business News

UPDATE: Hon Hai Confirms Death of Two Employees in Zhengzhou, China   12:53AM ET  - Dow Jones Business News

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