Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
67
16
14
1
9
1
55
21
26
AMERICAN RESEARCH MANAGEMENT CO

Time Period2017-12-31

Total Holdings374

Total Value ($x1000)323,997
Activities
New34

Increased82

Unchanged196

Decreased62

Sold Out13

Top 10 Stock Holdingstotal 34.72%
IBM7.55

5608741094.03

ADI3.5

JNJ3.4

XOM3.06

 
FISV2.83

WAT2.69

CHD2.67

ITW2.5

DOV2.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IBM
7.55%
COM
A.D. MAK...
4.03%
COM
ADI
3.5%
COM
JNJ
3.4%
COM
XOM
3.06%
COM
FISV
2.83%
COM
WAT
2.69%
COM
CHD
2.67%
COM
ITW
2.5%
COM
DOV
2.49%
COM
GBCI
2.48%
COM
ADBE
2.39%
COM
SCHW
2.22%
COM
PEP
2.13%
COM
AAPL
2.01%
COM
MO
1.78%
COM
PG
1.75%
COM
WY
1.75%
COM
CVX
1.64%
COM
NSRGY
1.59%
COM
NVS
1.5%
SPONSORED ADR
PAYX
1.45%
COM
GOLDMAN ...
1.45%
COM
J G BOSW...
1.37%
COM
PM
1.34%
COM
WELLS FA...
1.15%
COM
O
1.14%
COM
JW/A
1.1%
CL A
ADP
1.1%
COM
NVDA
1.09%
COM
SYK
1.04%
COM
DWDP
0.97%
COM
PYPL
0.97%
COM
BIIB
0.89%
COM
TRP
0.87%
COM
TD
0.84%
COM NEW
TFX
0.82%
COM
MSFT
0.81%
COM
KO
0.77%
COM
US BANCO...
0.72%
COM
CELG
0.71%
COM
BRK.B
0.7%
CL B NEW
MKC
0.63%
COM NON VTG
MRK
0.62%
COM
UTX
0.59%
COM
HP
0.56%
COM
MAR
0.52%
CL A
FFIV
0.51%
COM
LQD
0.51%
IBOXX INV CP ETF
T
0.47%
COM
IMO
0.45%
COM NEW
GILD
0.45%
COM
VORNADO ...
0.44%
COM
GE
0.44%
COM
VRTX
0.41%
COM
SFE
0.4%
COM NEW
FBHS
0.39%
COM
NVO
0.37%
ADR
RMD
0.35%
COM
DUKE ENE...
0.35%
COM
PFE
0.34%
COM
PSK
0.34%
WELLS FG PFD ETF
HCI
0.33%
COM
BPFHP
0.33%
DEP SHS
WELLS FA...
0.32%
COM
BB&T COR...
0.32%
COM
OXY
0.31%
COM
GOOG
0.31%
CL C
EMLC
0.31%
EM LC CURR DBT
BK
0.3%
COM
SPY
0.3%
TR UNIT
SUNTRUST...
0.28%
COM
MMP
0.27%
COM UNIT RP LP
EDWARDS ...
0.27%
COM
AMGN
0.27%
COM
FLO
0.26%
COM
BAC
0.24%
COM
KMI
0.22%
COM
BIVV
0.22%
COM
DE
0.2%
COM
EMB
0.2%
JP MOR EM MK ETF
DEUTSCHE...
0.2%
COM
VZ
0.2%
COM
BSV
0.19%
SHORT TRM BOND
CAMBRIDG...
0.18%
COM
SYNOVUS ...
0.18%
COM
RDS/B
0.18%
SPON ADR B
ETP
0.18%
UNIT LTD PARTN
TMO
0.18%
COM
MSM
0.17%
CL A
IFF
0.17%
COM
XBI
0.17%
S&P BIOTECH
HCN
0.16%
COM
WFC
0.15%
COM
GOOGL
0.15%
CL A
VWO
0.15%
FTSE EMR MKT ETF
FB
0.15%
CL A
NEXTERA ...
0.14%
COM
COP
0.14%
COM
USB
0.13%
COM NEW
PSX
0.13%
COM
BP
0.12%
SPONSORED ADR
DEO
0.12%
SPON ADR NEW
STI
0.11%
COM
MDLZ
0.11%
CL A
BA
0.11%
COM
KEWEENAW...
0.1%
COM
SCHB
0.09%
US BRD MKT ETF
IBB
0.09%
NASDQ BIOTEC ETF
FAST
0.09%
COM
TJX
0.09%
COM
IWR
0.09%
RUS MID-CAP ETF
SYBT
0.09%
COM
PSF
0.09%
COM
INTC
0.09%
COM
KHC
0.08%
COM
ANCX
0.07%
COM
SYY
0.07%
COM
JPM
0.07%
COM
CM
0.06%
COM
TCF FINA...
0.06%
COM
TEXAS CA...
0.06%
COM
BFAM
0.06%
COM
AMLP
0.06%
ALERIAN MLP
ABBV
0.06%
COM
EXPD
0.06%
COM
AMZN
0.05%
COM
MMM
0.05%
COM
CSCO
0.05%
COM
INDB
0.05%
COM
WBA
0.05%
COM
DIS
0.05%
COM DISNEY
SO
0.05%
COM
QCOM
0.05%
COM
PILGRIM ...
0.04%
COM
VAC
0.04%
COM
CREE
0.04%
COM
EGOV
0.04%
COM
TPR
0.04%
COM
PRAA
0.04%
COM
EMR
0.04%
COM
SLB
0.04%
COM
D
0.04%
COM
WASH
0.04%
COM
BBT
0.03%
COM
EBTC
0.03%
COM
BLL
0.03%
COM
ABT
0.03%
COM
ALL
0.03%
COM
HBAN
0.03%
COM
HON
0.03%
COM
DEUTSCHE...
0.03%
COM
BBN
0.03%
SHS
GNTX
0.03%
COM
BABA
0.03%
SPONSORED ADS
XEL
0.03%
COM
LMNR
0.03%
COM
HD
0.03%
COM
CSJ
0.03%
1-3 YR CR BD ETF
STATE ST...
0.02%
COM
BMY
0.02%
COM
IJR
0.02%
CORE S&P SCP ETF
ILMN
0.02%
COM
MET
0.02%
COM
AFSI
0.02%
COM
CHICAGO ...
0.02%
COM
MORGAN S...
0.02%
COM
BLK
0.02%
COM
U-BLOX H...
0.02%
COM
KN
0.02%
COM
SON
0.02%
COM
AMBA
0.02%
SHS
STT
0.02%
COM
ORCL
0.02%
COM
TRAVELER...
0.02%
COM
STL
0.02%
COM
FIS
0.02%
COM
AVB
0.02%
COM
CMA
0.02%
COM
PBCT
0.02%
COM
CAT
0.02%
COM
ENB
0.02%
COM
CMCSA
0.02%
CL A
IPGP
0.02%
COM
ES
0.02%
COM
NXPI
0.02%
COM
CTXS
0.02%
COM
EXAS
0.02%
COM
ADM
0.02%
COM
MDT
0.02%
COM
SPGI
0.02%
COM
TSLA
0.02%
COM
BSX
0.02%
COM
GENERAL ...
0.02%
COM
TE CONNE...
0.02%
COM
C
0.02%
COM NEW
VNO
0.02%
SH BEN INT
AMEREN I...
0.01%
COM
V
0.01%
COM CL A
ECL
0.01%
COM
PFF
0.01%
U.S. PFD STK ETF
CINF
0.01%
COM
ROCHE HO...
0.01%
ADR
UTL
0.01%
COM
CP
0.01%
COM
ICE
0.01%
COM
HIFS
0.01%
COM
SBR
0.01%
UNIT BEN INT
HSY
0.01%
COM
VEU
0.01%
ALLWRLD EX US
TRGP
0.01%
COM
MCD
0.01%
COM
ACCENTUR...
0.01%
COM
BAYER AG...
0.01%
ADR
CL
0.01%
COM
CVE
0.01%
COM
COF
0.01%
COM
CVS
0.01%
COM
RY
0.01%
COM
HLT
0.01%
WHEN ISSUED
LNC
0.01%
COM
PKG
0.01%
COM
GOLD SHA...
0.01%
COM
KNSL
0.01%
COM
TXN
0.01%
COM
ISBC
0.01%
COM
POT
0.01%
COM
UNH
0.01%
COM
U.S. ECO...
0.01%
COM
SJM
0.01%
COM NEW
WMT
0.01%
COM
NSC
0.01%
COM
BMS
0.01%
COM
SBUX
0.01%
COM
UNP
0.01%
COM
PNC
0.01%
COM
SPG
0.01%
COM
HSBC HOL...
0.01%
COM
COST
0.01%
COM
SDY
0.01%
S&P DIVID ETF
PANW
0.01%
COM
HCP
0.01%
COM
FIRST RE...
0.01%
COM
LLY
0.01%
COM
CMD
0.01%
COM
PTC
0.01%
COM
NLY
0.01%
COM
MCHP
0.01%
COM
BIDU
0.01%
SPON ADR REP A
TXT
0.01%
COM
SYF
0.01%
COM
BDX
0.01%
COM
CALM
0.01%
COM NEW
GLNG
0.01%
SHS
KLAC
0.01%
COM
MELIA HO...
0.01%
COM
NOC
0.01%
COM
AOBC
0.01%
COM
XLU
0.01%
SBI INT-UTILS
GSK
0.01%
SPONSORED ADR
NQP
0.01%
COM
FCOR
0.01%
CORP BOND ETF
FDS
0.01%
COM
CC
0.01%
COM
JCI
0.01%
COM
GIS
0.01%
COM
CTL
0.01%
COM
BAB
0.01%
BUILD AMER ETF
GM
0.01%
COM
CHRW
0.01%
COM NEW
BKLN
0.01%
SENIOR LN PORT
FMAT
0.01%
MSCI MATLS INDEX
HPQ
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
ITT
< 0.01%
COM NEW
BANC OF ...
< 0.01%
COM
KMX
< 0.01%
COM
FAST RET...
< 0.01%
COM
ROP
< 0.01%
COM
TOTL
< 0.01%
SPDR TR TACTIC
TOT
< 0.01%
SPONSORED ADR
DVMT
< 0.01%
COM CL V
OCEAN SP...
< 0.01%
COM
MPW
< 0.01%
COM
ANDE
< 0.01%
COM
GLW
< 0.01%
COM
TGT
< 0.01%
COM
BANC OF ...
< 0.01%
COM
DNKN
< 0.01%
COM
GOLF
< 0.01%
COM
VGK
< 0.01%
FTSE EUROPE ETF
IRM
< 0.01%
COM
LOGM
< 0.01%
COM
ROX
< 0.01%
COM
DXCM
< 0.01%
COM
BGS
< 0.01%
COM
AUSTRALI...
< 0.01%
COM
SM ENERG...
< 0.01%
COM
TWTR
< 0.01%
COM
VOD
< 0.01%
SPONS ADR NEW
IWN
< 0.01%
RUS 2000 VAL ETF
ARRS
< 0.01%
SHS
ADSK
< 0.01%
COM
WEC
< 0.01%
COM
PK
< 0.01%
COM
FAIRFAX ...
< 0.01%
COM
NOG
< 0.01%
COM
LUK
< 0.01%
COM
BHF
< 0.01%
COM
APD
< 0.01%
COM
EPD
< 0.01%
COM
LNN
< 0.01%
COM
YUM
< 0.01%
COM
UTHR
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
IXJ
< 0.01%
GLOB HLTHCRE ETF
KMB
< 0.01%
COM
DX
< 0.01%
COM NEW
JJC
< 0.01%
ETN DJUBS COPR37
HGV
< 0.01%
COM
DFS
< 0.01%
COM
ESD
< 0.01%
COM
RGR
< 0.01%
COM
ESRX
< 0.01%
COM
GRMN
< 0.01%
SHS
RIO TINT...
< 0.01%
ADR
VOO
< 0.01%
S&P 500 ETF SH
CLH
< 0.01%
COM
SEE
< 0.01%
COM
AGN
< 0.01%
COM
DNP
< 0.01%
COM
TTM
< 0.01%
SPONSORED ADR
ROK
< 0.01%
COM
FSLR
< 0.01%
COM
SLV
< 0.01%
ISHARES
EA
< 0.01%
COM
EBAY
< 0.01%
COM
GLAD
< 0.01%
COM
CNI
< 0.01%
COM
CMG
< 0.01%
COM
TERRA TE...
< 0.01%
COM
UPS
< 0.01%
CL B
AGNC
< 0.01%
COM
NFLX
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
CMRE
< 0.01%
SHS
GGN
< 0.01%
COM SH BEN INT
ECT
< 0.01%
COM UNIT
YUMC
< 0.01%
COM
ACAD
< 0.01%
COM
TEVA
< 0.01%
ADR
PHO
< 0.01%
WATER RESOURCE
ENERPLUS...
< 0.01%
COM
AI
< 0.01%
CL A NEW
PIO
< 0.01%
GBL WTR PORT
PLUG
< 0.01%
COM NEW
ARRY
< 0.01%
COM
HST
< 0.01%
COM
SDT
< 0.01%
UNIT BEN INT
LIGHTSTR...
< 0.01%
COM
PCCC
< 0.01%
COM
OMEX
< 0.01%
COM
PJT
< 0.01%
COM CL A
OCEAN SP...
< 0.01%
COM
PER
< 0.01%
COM UNIT BEN INT
SNAP
< 0.01%
CL A
TERRA IN...
< 0.01%
COM
IDEARC I...
< 0.01%
COM
CRC
< 0.01%
COM
ICLD
< 0.01%
COM NEW
AMD
< 0.01%
COM
FTR
< 0.01%
COM NEW
TOUCHSTO...
< 0.01%
COM
TXCC
< 0.01%
COM NEW
EW
0.26%
COM
TCF FINA...
0.21%
COM
COH
0.04%
COM
WRI
0.02%
SH BEN INT
MPC
0.01%
COM
APU
< 0.01%
UNIT L P INT
UL
< 0.01%
SPON ADR NEW
DVN
< 0.01%
COM
TISI
< 0.01%
COM
JBGS
< 0.01%
COM
HRB
< 0.01%
COM
UE
< 0.01%
COM
FPO
< 0.01%
COM