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)
263

Sector Weighting

Basic Materials 9.73%
Capital Goods 1.43%
Conglomerates 0.02%
Consumer Cyclical 2.13%
Consumer/Non-Cyclical 14.66%
Energy 14.83%
Financial 12.91%
Healthcare 9.73%
Services 7.97%
Technology 15.88%
Transportation 1.34%
Utilities 2.79%

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

392 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 -9 Sold Out 0
NORTHERN DYNASTY MINERALS LTD COM NEW -20 Sold Out 0
PERRIGO CO COM -1 Sold Out 0
SUPERVALU INC COM -13 Sold Out 0
V F CORP COM -1 Sold Out 0
HECLA MNG CO COM 9 -37 (80.29) 2,700
MCEWEN MNG INC COM 19 -50 (72.39) 8,250
POTLATCH CORP NEW COM 89 -65 (41.94) 1,800
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 4 -2 (39.39) 200
BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER 203 -83 (28.96) 6,500
US BANCORP DEL COM NEW 205 -72 (25.97) 5,809
BARCLAYS BK PLC DJUBS CMDT ETN36 56 -20 (25.84) 1,435

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