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Home > Institutional Investor > American Research & Management Co. > Profile

Instuitional Investor - American Research & Management Co.

Fund Profile
Filing Period:
Fund Name: American Research & Management Co.
Portfolio Value $362,188,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 110,953 $15,334,000 4.23%
2.
Exxon Mobil Corp
 XOM 150,615 $13,150,000 3.63%
3.
International Business Machines Corp
 IBM 105,520 $12,537,000 3.46%
4.
Alps Etf Trust
 328,620 $12,014,000 3.31%
5.
Johnson & Johnson
 JNJ 72,259 $11,804,000 3.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)