AMERICAN RESEARCH & MANAGEMENT CO. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 398
New Positions 18
Increased Positions 47
Decreased Positions 103
Positions with Activity 150
Sold Out Positions 24
Total Mkt Value (in $ millions) 276

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

Sector Weighting

Basic Materials 6.6%
Capital Goods 1.5%
Conglomerates 0.02%
Consumer Cyclical 2.71%
Consumer/Non-Cyclical 14.26%
Energy 10.11%
Financial 13.94%
Healthcare 10.86%
Services 8.77%
Technology 16.98%
Transportation 0.38%
Utilities 2.22%

398 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RIO TINTO PLC SPONSORED ADR 5 New 100
BARCLAYS BK PLC ETN DJUBS COPR37 5 5 New 150
FIRST SOLAR INC COM 5 5 New 80
ISHARES SILVER TRUST ISHARES 5 5 New 300
DISCOVER FINL SVCS COM 5 New 78
ALCOA INC COM 4 New 300
GW PHARMACEUTICALS PLC ADS 4 New 50
WEBMD HEALTH CORP COM 4 New 90
APACHE CORP COM 4 -23 (85.37) 60
CENTURYLINK INC COM 4 New 104
POWERSHARES ETF TRUST CLEANTECH PORT 4 New 125
TETRA TECH INC NEW COM 4 New 150
NUCOR CORP COM 4 New 80
XCEL ENERGY INC COM 4 New 100
VANGUARD INDEX FDS S&P 500 ETF SHS 3 New 18
FEMALE HEALTH CO COM 3 New 1,000
NETFLIX INC COM 3 New 7
RITCHIE BROS AUCTIONEERS COM 3 New 125
BARCLAYS BK PLC DJUBS CMDT ETN36 3 -1 (33.33) 100
ROCKWELL AUTOMATION INC COM 3 New 25


Latest News Headlines

View All
Create your free portfolio