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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
66
15
15
1
9
4
55
22
27
AMERICAN RESEARCH MANAGEMENT CO

Time Period2018-03-31

Total Holdings363

Total Value ($x1000)304,522
Activities
New24

Increased45

Unchanged202

Decreased92

Sold Out36

Top 10 Stock Holdingstotal 36.77%
IBM7.9

5608741094.46

ADI3.76

JNJ3.23

FISV3.13

 
ADBE3.08

XOM2.97

WAT2.86

CHD2.82

GBCI2.56

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IBM
7.9%
COM
A.D. MAK...
4.46%
COM
ADI
3.76%
COM
JNJ
3.23%
COM
FISV
3.13%
COM
ADBE
3.08%
COM
XOM
2.97%
COM
WAT
2.86%
COM
CHD
2.82%
COM
GBCI
2.56%
COM
DOV
2.48%
COM
ITW
2.47%
COM
SCHW
2.39%
COM
AAPL
2.1%
COM
PEP
2.06%
COM
WY
1.85%
COM
CVX
1.64%
COM
MO
1.64%
COM
NSRGY
1.54%
COM
NVS
1.52%
SPONSORED ADR
J G BOSW...
1.4%
COM
PAYX
1.39%
COM
PM
1.34%
COM
NVDA
1.3%
COM
WELLS FA...
1.26%
COM
JW/A
1.12%
CL A
SYK
1.11%
COM
PYPL
1.1%
COM
ADP
1.08%
COM
O
1.07%
COM
DWDP
0.91%
COM
TD
0.87%
COM NEW
TFX
0.86%
COM
MSFT
0.86%
COM
BIIB
0.83%
COM
TRP
0.8%
COM
US BANCO...
0.76%
COM
KO
0.76%
COM
MKC
0.72%
COM NON VTG
BRK.B
0.72%
CL B NEW
HP
0.66%
COM
CELG
0.65%
COM
UTX
0.61%
COM
MAR
0.57%
CL A
MRK
0.56%
COM
FFIV
0.56%
COM
GILD
0.54%
COM
LQD
0.53%
IBOXX INV CP ETF
VRTX
0.49%
COM
RMD
0.44%
COM
HCI
0.43%
COM
T
0.41%
COM
BPFHP
0.4%
DEP SHS
IMO
0.4%
COM NEW
SFE
0.38%
COM NEW
PSK
0.36%
WELLS FG PFD ETF
NVO
0.36%
ADR
EDWARDS ...
0.36%
COM
FBHS
0.36%
COM
PFE
0.35%
COM
BB&T COR...
0.35%
COM
WELLS FA...
0.34%
COM
EMLC
0.33%
EM LC CURR DBT
DUKE ENE...
0.32%
COM
BSV
0.32%
SHORT TRM BOND
FLO
0.32%
COM
BK
0.31%
COM
DEUTSCHE...
0.31%
COM
GOOG
0.31%
CL C
GE
0.3%
COM
OXY
0.29%
COM
GOLDMAN ...
0.28%
COM
SYNOVUS ...
0.28%
COM
AMGN
0.27%
COM
BAC
0.26%
COM
MMP
0.23%
COM UNIT RP LP
DE
0.22%
COM
CAMBRIDG...
0.21%
COM
KMI
0.21%
COM
EMB
0.2%
JP MOR EM MK ETF
TMO
0.2%
COM
RDS/B
0.2%
SPON ADR B
ETP
0.19%
UNIT LTD PARTN
XBI
0.18%
S&P BIOTECH
VZ
0.17%
COM
MSM
0.17%
CL A
AMZN
0.16%
COM
IFF
0.16%
COM
SPY
0.16%
TR UNIT
VWO
0.16%
FTSE EMR MKT ETF
NEXTERA ...
0.16%
COM
COP
0.16%
COM
HRL
0.16%
COM
GOOGL
0.16%
CL A
FB
0.14%
CL A
SYBT
0.14%
COM
WFC
0.13%
COM
HCN
0.13%
COM
PSX
0.13%
COM
TEXAS CA...
0.13%
COM
BA
0.13%
COM
STI
0.12%
COM
USB
0.12%
COM NEW
DEO
0.12%
SPON ADR NEW
BP
0.11%
SPONSORED ADR
MDLZ
0.11%
CL A
KEWEENAW...
0.11%
COM
ANCX
0.1%
COM
SCHB
0.1%
US BRD MKT ETF
STATE ST...
0.1%
COM
PSF
0.1%
COM
FAST
0.1%
COM
IBB
0.1%
NASDQ BIOTEC ETF
CVGW
0.1%
COM
MINT
0.09%
ENHAN SHRT MAT
FLRN
0.08%
INV GRD FLT RT
JPM
0.07%
COM
SYY
0.07%
COM
BFAM
0.07%
COM
TJX
0.07%
COM
AMLP
0.07%
ALERIAN MLP
CM
0.06%
COM
ABBV
0.06%
COM
INTC
0.06%
COM
INDB
0.06%
COM
MMM
0.05%
COM
TPR
0.05%
COM
CREE
0.05%
COM
IWR
0.05%
RUS MID-CAP ETF
PILGRIM ...
0.05%
COM
EXPD
0.05%
COM
HIFS
0.05%
COM
VAC
0.05%
COM
EGOV
0.05%
COM
PRAA
0.05%
COM
QCOM
0.04%
COM
KHC
0.04%
COM
EMR
0.04%
COM
CSCO
0.04%
COM
BBT
0.04%
COM
EBTC
0.04%
COM
SLB
0.04%
COM
WASH
0.04%
COM
BLL
0.04%
COM
ABT
0.04%
COM
HBAN
0.03%
COM
GNTX
0.03%
COM
BABA
0.03%
SPONSORED ADS
LMNR
0.03%
COM
WBA
0.03%
COM
ALL
0.03%
COM
DIS
0.03%
COM DISNEY
HON
0.03%
COM
HD
0.03%
COM
ILMN
0.03%
COM
CHICAGO ...
0.03%
COM
BMY
0.03%
COM
IJR
0.03%
CORE S&P SCP ETF
AFSI
0.02%
COM
SO
0.02%
COM
ADM
0.02%
COM
WYNN
0.02%
COM
BANC OF ...
0.02%
COM
IPGP
0.02%
COM
U-BLOX H...
0.02%
COM
SON
0.02%
COM
ORCL
0.02%
COM
FIS
0.02%
COM
KN
0.02%
COM
SPGI
0.02%
COM
CTXS
0.02%
COM
PBCT
0.02%
COM
BSX
0.02%
COM
TE CONNE...
0.02%
COM
STL
0.02%
COM
CAT
0.02%
COM
AVB
0.02%
COM
TWTR
0.02%
COM
ES
0.02%
COM
AMEREN I...
0.02%
COM
GENERAL ...
0.02%
COM
ECL
0.02%
COM
CMA
0.02%
COM
PFF
0.02%
U.S. PFD STK ETF
UTL
0.02%
COM
CMCSA
0.02%
CL A
CINF
0.02%
COM
CP
0.01%
COM
VEU
0.01%
ALLWRLD EX US
SBR
0.01%
UNIT BEN INT
KNSL
0.01%
COM
TSLA
0.01%
COM
ACCENTUR...
0.01%
COM
ENB
0.01%
COM
VNO
0.01%
SH BEN INT
STT
0.01%
COM
NXPI
0.01%
COM
TRGP
0.01%
COM
CL
0.01%
COM
EXAS
0.01%
COM
HSY
0.01%
COM
CVE
0.01%
COM
MCD
0.01%
COM
BAYER AG...
0.01%
ADR
GOLD SHA...
0.01%
COM
LNC
0.01%
COM
TXN
0.01%
COM
XEL
0.01%
COM
ISBC
0.01%
COM
PKG
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
CVS
0.01%
COM
UNH
0.01%
COM
U.S. ECO...
0.01%
COM
PANW
0.01%
COM
TRAVELER...
0.01%
COM
CUSTOMER...
0.01%
COM
NTR
0.01%
COM
SJM
0.01%
COM NEW
SBUX
0.01%
COM
PNC
0.01%
COM
JCI
0.01%
COM
WMT
0.01%
COM
UNP
0.01%
COM
NSC
0.01%
COM
SDY
0.01%
S&P DIVID ETF
CMD
0.01%
COM
BMS
0.01%
COM
COST
0.01%
COM
SAN
0.01%
ADR
MCHP
0.01%
COM
V
0.01%
COM CL A
NOC
0.01%
COM
SNAP
0.01%
CL A
D
0.01%
COM
MET
0.01%
COM
RY
0.01%
COM
RHP
0.01%
COM
LLY
0.01%
COM
AIN
0.01%
CL A
CALM
0.01%
COM NEW
BIDU
0.01%
SPON ADR REP A
BDX
0.01%
COM
HCP
0.01%
COM
GLNG
0.01%
SHS
GSK
0.01%
SPONSORED ADR
NLY
0.01%
COM
MELIA HO...
0.01%
COM
FCOR
0.01%
CORP BOND ETF
FDS
0.01%
COM
XLU
0.01%
SBI INT-UTILS
NQP
0.01%
COM
NAV
0.01%
COM
SWX
0.01%
COM
AXP
0.01%
COM
SYF
0.01%
COM
CHRW
0.01%
COM NEW
HPQ
0.01%
COM
CTL
0.01%
COM
BANC OF ...
0.01%
COM
CC
0.01%
COM
BAB
0.01%
BUILD AMER ETF
IWP
0.01%
RUS MD CP GR ETF
ROP
0.01%
COM
AOBC
0.01%
COM
AMBA
0.01%
SHS
FAST RET...
0.01%
COM
TOT
0.01%
SPONSORED ADR
FMAT
0.01%
MSCI MATLS INDEX
OCEAN SP...
0.01%
COM
HSBC HOL...
0.01%
COM
VIA
0.01%
CL A
GM
0.01%
COM
KLAC
0.01%
COM
ANDE
< 0.01%
COM
GIS
< 0.01%
COM
KMX
< 0.01%
COM
ITT
< 0.01%
COM NEW
DXCM
< 0.01%
COM
TOTL
< 0.01%
SPDR TR TACTIC
GOLF
< 0.01%
COM
DVMT
< 0.01%
COM CL V
ROCHE HO...
< 0.01%
ADR
TGT
< 0.01%
COM
LVS
< 0.01%
COM
MPW
< 0.01%
COM
ADSK
< 0.01%
COM
GLPI
< 0.01%
COM
VGK
< 0.01%
FTSE EUROPE ETF
LEN/B
< 0.01%
CL B
ROX
< 0.01%
COM
DNKN
< 0.01%
COM
LOGM
< 0.01%
COM
MDT
< 0.01%
COM
MWA
< 0.01%
COM SER A
GLW
< 0.01%
COM
ZMH
< 0.01%
COM
ARRS
< 0.01%
SHS
IWN
< 0.01%
RUS 2000 VAL ETF
IRM
< 0.01%
COM
AUSTRALI...
< 0.01%
COM
PBH
< 0.01%
COM
SM ENERG...
< 0.01%
COM
NOG
< 0.01%
COM
WEC
< 0.01%
COM
VOD
< 0.01%
SPONS ADR NEW
FAIRFAX ...
< 0.01%
COM
APD
< 0.01%
COM
KMB
< 0.01%
COM
IXJ
< 0.01%
GLOB HLTHCRE ETF
LNN
< 0.01%
COM
YUM
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
DX
< 0.01%
COM NEW
BGS
< 0.01%
COM
EPD
< 0.01%
COM
LUK
< 0.01%
COM
FSLR
< 0.01%
COM
UTHR
< 0.01%
COM
DFS
< 0.01%
COM
GRMN
< 0.01%
SHS
AGN
< 0.01%
COM
ESD
< 0.01%
COM
PRFZ
< 0.01%
FTSE US1500 SM
ESRX
< 0.01%
COM
HCN
< 0.01%
COM
EA
< 0.01%
COM
CLH
< 0.01%
COM
JJC
< 0.01%
ETN DJUBS COPR37
RIO TINT...
< 0.01%
ADR
RGR
< 0.01%
COM
SEE
< 0.01%
COM
VOO
< 0.01%
S&P 500 ETF SH
SLV
< 0.01%
ISHARES
UPS
< 0.01%
CL B
CNI
< 0.01%
COM
TTM
< 0.01%
SPONSORED ADR
EBAY
< 0.01%
COM
ROK
< 0.01%
COM
AGNC
< 0.01%
COM
CMG
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
YUMC
< 0.01%
COM
C
< 0.01%
COM NEW
CMRE
< 0.01%
SHS
NFLX
< 0.01%
COM
GLAD
< 0.01%
COM
AI
< 0.01%
CL A NEW
ADNT
< 0.01%
ORD SHS
ACAD
< 0.01%
COM
ENERPLUS...
< 0.01%
COM
TERRA TE...
< 0.01%
COM
TEVA
< 0.01%
ADR
GGN
< 0.01%
COM SH BEN INT
ECT
< 0.01%
COM UNIT
ARRY
< 0.01%
COM
PIO
< 0.01%
GBL WTR PORT
PHO
< 0.01%
WATER RESOURCE
BHF
< 0.01%
COM
PLUG
< 0.01%
COM NEW
SDT
< 0.01%
UNIT BEN INT
HST
< 0.01%
COM
AMD
< 0.01%
COM
PG
1.75%
COM
VORNADO ...
0.44%
COM
SUNTRUST...
0.28%
COM
BIVV
0.22%
COM
TCF FINA...
0.06%
COM
DEUTSCHE...
0.03%
COM
BBN
0.03%
SHS
CSJ
0.03%
1-3 YR CR BD ETF
MORGAN S...
0.02%
COM
BLK
0.02%
COM
ICE
0.01%
COM
COF
0.01%
COM
HLT
0.01%
WHEN ISSUED
POT
0.01%
COM
SPG
0.01%
COM
FIRST RE...
0.01%
COM
PTC
0.01%
COM
TXT
0.01%
COM
BKLN
0.01%
SENIOR LN PORT
PK
< 0.01%
COM
HGV
< 0.01%
COM
DNP
< 0.01%
COM
TERRA TE...
< 0.01%
COM
TERRA IN...
< 0.01%
COM
CRC
< 0.01%
COM
TOUCHSTO...
< 0.01%
COM
TXCC
< 0.01%
COM NEW
PER
< 0.01%
COM UNIT BEN INT
FTR
< 0.01%
COM NEW
PJT
< 0.01%
COM CL A
PCCC
< 0.01%
COM
OCEAN SP...
< 0.01%
COM
LIGHTSTR...
< 0.01%
COM
ICLD
< 0.01%
COM NEW
IDEARC I...
< 0.01%
COM
OMEX
< 0.01%
COM