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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
76
20
20
3
8
2
58
21
25
AMERICAN RESEARCH MANAGEMENT CO

Time Period2019-03-31

Total Holdings380

Total Value ($x1000)350,525
Activities
New50

Increased68

Unchanged215

Decreased47

Sold Out5

Top 10 Stock Holdingstotal 34.36%
IBM5.65

4.22

ADI3.64

CHD3.29

XOM3.18

 
JNJ3.04

WAT3.01

FISV2.96

ADBE2.88

PEP2.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IBM
5.65%
COM
A.D. MAK...
4.22%
COM
ADI
3.64%
COM
CHD
3.29%
COM
XOM
3.18%
COM
JNJ
3.04%
COM
WAT
3.01%
COM
FISV
2.96%
COM
ADBE
2.88%
COM
PEP
2.49%
COM
GBCI
2.3%
COM
PG
2.17%
COM
AAPL
2.12%
COM
ITW
2.09%
COM
DOV
2.01%
COM
CVX
1.97%
COM
SCHW
1.69%
COM
NVS
1.66%
SPONSORED ADR
NSRGY
1.55%
COM
PYPL
1.51%
COM
PAYX
1.51%
COM
MO
1.29%
COM
O
1.29%
COM
AMZN
1.24%
COM
WY
1.19%
COM
PM
1.15%
COM
ADP
1.12%
COM
NVDA
1.1%
COM
MSFT
1.02%
COM
KO
1%
COM
SYK
1%
COM
MKC
0.95%
COM NON VTG
J G BOSW...
0.94%
COM
GOOGL
0.86%
CL A
TFX
0.8%
COM
UTX
0.74%
COM
TD
0.71%
COM NEW
BIIB
0.7%
COM
TRP
0.67%
COM
MRK
0.64%
COM
JW/A
0.64%
CL A
US BANCO...
0.62%
COM
HP
0.6%
COM
VRTX
0.59%
COM
PFE
0.59%
COM
FDX
0.58%
COM
EL
0.56%
CL A
BRK.B
0.56%
CL B NEW
DWDP
0.54%
COM
EDWARDS ...
0.49%
COM
CELG
0.47%
COM
ROP
0.47%
COM
MAR
0.45%
CL A
AMLP
0.45%
ALERIAN MLP
HCI
0.44%
COM
LQD
0.43%
IBOXX INV CP ETF
RMD
0.43%
COM
HRL
0.42%
COM
NVO
0.4%
ADR
APY
0.4%
COM
GILD
0.39%
COM
DEUTSCHE...
0.38%
COM
MCD
0.37%
COM
IMO
0.37%
COM NEW
DUKE ENE...
0.37%
COM
ETE
0.34%
COM UT LTD PTN
T
0.33%
COM
GOOG
0.32%
CL C
AMGN
0.31%
COM
VZ
0.31%
COM
WELLS FA...
0.29%
COM
FAST
0.29%
COM
BB&T COR...
0.29%
COM
FFIV
0.28%
COM
IPGP
0.28%
COM
EMLC
0.27%
EM LC CURR DBT
FLO
0.27%
COM
BK
0.26%
COM
OXY
0.26%
COM
CVGW
0.26%
COM
GOLDMAN ...
0.25%
COM
SYBT
0.24%
COM
USB
0.24%
COM NEW
PSK
0.23%
WELLS FG PFD ETF
TMO
0.23%
COM
TEXAS CA...
0.23%
COM
FBHS
0.23%
COM
MMP
0.22%
COM UNIT RP LP
BAC
0.21%
COM
COP
0.21%
COM
BMY
0.2%
COM
XBI
0.18%
S&P BIOTECH
DE
0.17%
COM
CAMBRIDG...
0.17%
COM
INTC
0.15%
COM
SPY
0.15%
TR UNIT
HCN
0.15%
COM
DEO
0.15%
SPON ADR NEW
RDS/B
0.14%
SPON ADR B
XLE
0.14%
SBI INT-ENERGY
IFF
0.13%
COM
BSV
0.13%
SHORT TRM BOND
MDLZ
0.13%
CL A
MSM
0.13%
CL A
FB
0.13%
CL A
WFC
0.13%
COM
ABT
0.13%
COM
VWO
0.12%
FTSE EMR MKT ETF
PSX
0.11%
COM
EMB
0.11%
JP MOR EM MK ETF
JPM
0.11%
COM
CSCO
0.11%
COM
BP
0.11%
SPONSORED ADR
MMM
0.1%
COM
NEXTERA ...
0.1%
COM
CL
0.1%
COM
STATE ST...
0.09%
COM
SCHB
0.09%
US BRD MKT ETF
STI
0.09%
COM
BA
0.09%
COM
ABBV
0.08%
COM
BFAM
0.08%
COM
MPC
0.08%
COM
IBB
0.08%
NASDQ BIOTEC ETF
SYY
0.08%
COM
HON
0.07%
COM
KMI
0.07%
COM
TJX
0.07%
COM
DLS
0.07%
INTL SMCAP DIV
GE
0.07%
COM
CAT
0.07%
COM
ORCL
0.06%
COM
APD
0.06%
COM
HIFS
0.06%
COM
INDB
0.06%
COM
GD
0.05%
COM
RTN
0.05%
COM NEW
PSF
0.05%
COM
PSA
0.05%
COM
EXPD
0.05%
COM
SRE
0.05%
COM
LLY
0.05%
COM
BR
0.05%
COM
QCOM
0.05%
COM
CLX
0.05%
COM
IWR
0.04%
RUS MID-CAP ETF
CM
0.04%
COM
NKE
0.04%
CL B
SPG
0.04%
COM
BLL
0.04%
COM
EQR
0.04%
SH BEN INT
KEWEENAW...
0.04%
COM
CVS
0.04%
COM
HCP
0.04%
COM
SO
0.04%
COM
ENB
0.04%
COM
CREE
0.04%
COM
IRBT
0.03%
COM
EMR
0.03%
COM
ILMN
0.03%
COM
AWK
0.03%
COM
LLL
0.03%
COM
MINT
0.03%
ENHAN SHRT MAT
DIS
0.03%
COM DISNEY
BBT
0.03%
COM
EPD
0.03%
COM
KNSL
0.03%
COM
VAC
0.03%
COM
BABA
0.03%
SPONSORED ADS
TPR
0.03%
COM
LMNR
0.03%
COM
WASH
0.03%
COM
ALL
0.03%
COM
EBTC
0.03%
COM
WBA
0.03%
COM
DNKN
0.03%
COM
PEG
0.03%
COM
HBAN
0.02%
COM
CSJ
0.02%
1-3 YR CR BD ETF
BAX
0.02%
COM
KN
0.02%
COM
RSG
0.02%
COM
FLRN
0.02%
INV GRD FLT RT
SON
0.02%
COM
AJG
0.02%
COM
EXAS
0.02%
COM
BSX
0.02%
COM
CHICAGO ...
0.02%
COM
CUSTOMER...
0.02%
COM
ADM
0.02%
COM
LIN
0.02%
COM
KMB
0.02%
COM
VNQ
0.02%
REIT ETF
FIS
0.02%
COM
PCAR
0.02%
COM
CALM
0.02%
COM NEW
SLB
0.02%
COM
DHR
0.02%
COM
GNTX
0.02%
COM
AVB
0.02%
COM
ECL
0.02%
COM
SPGI
0.02%
COM
R
0.02%
COM
TWTR
0.02%
COM
PCH
0.02%
COM
GSK
0.02%
SPONSORED ADR
MDT
0.02%
COM
UTL
0.02%
COM
CINF
0.02%
COM
CMCSA
0.02%
CL A
TRI
0.02%
COM NEW
KEY
0.01%
COM
AMEREN I...
0.01%
COM
MRO
0.01%
COM
PBCT
0.01%
COM
CAH
0.01%
COM
HD
0.01%
COM
ES
0.01%
COM
IRM
0.01%
COM
LOW
0.01%
COM
TSLA
0.01%
COM
VBR
0.01%
SM CP VAL ETF
STL
0.01%
COM
PANW
0.01%
COM
CB
0.01%
COM
VNO
0.01%
SH BEN INT
TE CONNE...
0.01%
COM
KHC
0.01%
COM
EBAY
0.01%
COM
HSY
0.01%
COM
XEL
0.01%
COM
PLOW
0.01%
COM
TRGP
0.01%
COM
UNH
0.01%
COM
TXN
0.01%
COM
NSC
0.01%
COM
WOR
0.01%
COM
CMA
0.01%
COM
EZU
0.01%
EMU ETF
COST
0.01%
COM
CI
0.01%
COM
U.S. ECO...
0.01%
COM
V
0.01%
COM CL A
CNSL
0.01%
COM
BMS
0.01%
COM
UNP
0.01%
COM
TRAVELER...
0.01%
COM
NXPI
0.01%
COM
PKG
0.01%
COM
CP
0.01%
COM
BBN
0.01%
SHS
ISBC
0.01%
COM
ETR
0.01%
COM
PNW
0.01%
COM
HAL
0.01%
COM
WMT
0.01%
COM
SJM
0.01%
COM NEW
STT
0.01%
COM
SDY
0.01%
S&P DIVID ETF
D
0.01%
COM
ECA
0.01%
COM
GOLD SHA...
0.01%
COM
U-BLOX H...
0.01%
COM
BOTZ
0.01%
RBTCS ARTFL IN
FDS
0.01%
COM
AIN
0.01%
CL A
EXEL
0.01%
COM
DXCM
0.01%
COM
LMT
0.01%
COM
RY
0.01%
COM
ACCENTUR...
0.01%
COM
FMAT
0.01%
MSCI MATLS INDEX
MCHP
0.01%
COM
MET
0.01%
COM
NTR
0.01%
COM
VTA
0.01%
COM
NLY
0.01%
COM
VEU
0.01%
ALLWRLD EX US
FCOR
0.01%
CORP BOND ETF
MPW
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
NOC
0.01%
COM
FAST RET...
0.01%
COM
QADA
0.01%
CL A
SAN
0.01%
ADR
LNC
0.01%
COM
QTRX
0.01%
COM
OCEAN SP...
0.01%
COM
XLU
< 0.01%
SBI INT-UTILS
SNAP
< 0.01%
CL A
GIS
< 0.01%
COM
CHRW
< 0.01%
COM NEW
KMX
< 0.01%
COM
DEUTSCHE...
< 0.01%
COM
ROCHE HO...
< 0.01%
COM
TGT
< 0.01%
COM
SWX
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
BGCP
< 0.01%
CL A
ADSK
< 0.01%
COM
LARE
< 0.01%
TIERRA XP LATIN
CMD
< 0.01%
COM
TAK
< 0.01%
SPONSORED ADS
TOT
< 0.01%
SPONSORED ADR
TOTL
< 0.01%
SPDR TR TACTIC
SBUX
< 0.01%
COM
AOBC
< 0.01%
COM
CFMS
< 0.01%
COM
SPOT
< 0.01%
SHS
AB
< 0.01%
UNIT LTD PARTN
GOLF
< 0.01%
COM
ZMH
< 0.01%
COM
BDX
< 0.01%
COM
UTHR
< 0.01%
COM
WEC
< 0.01%
COM
VGK
< 0.01%
FTSE EUROPE ETF
AGG
< 0.01%
CORE TOTUSBD ETF
NOG
< 0.01%
COM
IWN
< 0.01%
RUS 2000 VAL ETF
SM ENERG...
< 0.01%
COM
WAB
< 0.01%
COM
YUM
< 0.01%
COM
LNN
< 0.01%
COM
PRAA
< 0.01%
COM
BAYER AG...
< 0.01%
COM
CMG
< 0.01%
COM
PBI
< 0.01%
COM
CLH
< 0.01%
COM
CHTR
< 0.01%
CL A
DELL INC...
< 0.01%
COM
ROX
< 0.01%
COM
BGS
< 0.01%
COM
RIO TINT...
< 0.01%
COM
DFS
< 0.01%
COM
PRFZ
< 0.01%
FTSE RAFI 1500
JEF
< 0.01%
COM
VOD
< 0.01%
SPONS ADR NEW
ESD
< 0.01%
COM
GSG
< 0.01%
UNIT BEN INT
RGR
< 0.01%
COM
ANDE
< 0.01%
COM
SNV
< 0.01%
COM NEW
JJC
< 0.01%
ETN DJUBS COPR37
EA
< 0.01%
COM
AGN
< 0.01%
COM
AMBA
< 0.01%
SHS
YUMC
< 0.01%
COM
HOG
< 0.01%
COM
CNI
< 0.01%
COM
CVE
< 0.01%
COM
OPNT
< 0.01%
COM
UPS
< 0.01%
CL B
FSLR
< 0.01%
COM
SLV
< 0.01%
ISHARES
AGNC
< 0.01%
COM
ROK
< 0.01%
COM
NFLX
< 0.01%
COM
RIG
< 0.01%
REG SHS
ACAD
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
SYF
< 0.01%
COM
CMRE
< 0.01%
SHS
DO
< 0.01%
COM
HACK
< 0.01%
PUREFUNDS ISE CY
PLUG
< 0.01%
COM NEW
PRU
< 0.01%
COM
CC
< 0.01%
COM
C
< 0.01%
COM NEW
REZI
< 0.01%
COM
ENERPLUS...
< 0.01%
COM
TTM
< 0.01%
SPONSORED ADR
PIO
< 0.01%
GLOBAL WATER
PHO
< 0.01%
WATER RES ETF
ARRY
< 0.01%
COM
CTL
< 0.01%
COM
GTX
< 0.01%
COM
ECT
< 0.01%
COM UNIT
HST
< 0.01%
COM
TERRA TE...
< 0.01%
COM
KR
< 0.01%
COM
PILGRIM ...
0.06%
COM
ANCX
0.04%
COM
AXP
0.01%
COM
AUSTRALI...
< 0.01%
COM
GRMN
< 0.01%
SHS