AR

American Research & Management Co.

13F
American Research & Management Co.
Last update 2022-10-07 419 Stocks (46 new)
Value $358.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(4.28%)XOM(3.67%)IBM(3.50%)AMLP(3.35%)JNJ(3.29%)
Summary Stock Picks Current Portfolio
American Research & Management... Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
110,953
15,334.0
-2.71%
4.280
-0.11%
0.000
+3.25%
-13.99%
3,209,259.4
Hardware
XOM
Exxon Mobil Corp
150,615
13,150.0
+0.12%
3.670
0%
0.000
+2.71%
+4.65%
476,452.1
Oil & Gas
IBM
International Business Machines Corp
International Business Machines Corp
105,520
12,537.0
-3.30%
3.500
-0.13%
0.010
+13.44%
+19.13%
240,193.3
Software
AMLP
Alerian MLP ETF
328,620
12,014.0
+1.38%
3.350
+0.05%
0.200
+0.65%
+5.71%
10,515.2
 
JNJ
Johnson & Johnson
72,259
11,804.0
-0.11%
3.290
0%
0.000
+10.23%
+19.04%
407,432.4
Drug Manufacturers
VBR
Vanguard Small Cap Value ETF
78,715
11,288.0
+1.77%
3.150
+0.05%
0.050
+13.60%
+3.70%
28,988.1
 
ADI
Analog Devices Inc
78,825
10,983.0
-1.58%
3.060
-0.05%
0.020
+16.04%
+7.09%
111,913.9
Semiconductors
IAU
iShares Gold Trust
334,431
10,545.0
-0.81%
2.940
-0.02%
0.040
+0.85%
+28.41%
48,454.0
 
PEP
PepsiCo Inc
61,096
9,974.0
-0.88%
2.780
-0.02%
0.000
+8.50%
-2.60%
198,817.4
Beverages - Non-Alcoholic
SCHW
Charles Schwab Corp
138,021
9,920.0
+0.09%
2.770
0%
0.010
+21.11%
+30.33%
174,120.3
Capital Markets

American Research & Management Co.'s Historical Top Holdings Breakdowns

American Research & Management Co. Total Holding History ($B)

To

American Research & Management Co.'s Asset Allocation

To

American Research & Management Co. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

American Research & Management Co.'s Hypothetical Growth since 2022-09-30

American Research & Management Co.'s Yearly Returns

Year Portfolio % % Excess Gain %

American Research & Management Co.'s Holdings Heat Map

Size field:

American Research & Management Co.'s Holdings Bubble Chart

American Research & Management Co. News

  • 1

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