BHWM

Bar Harbor Wealth Management Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$358K
2 +$322K
3 +$319K
4
BAX icon
Baxter International
BAX
+$306K
5
VFC icon
VF Corp
VFC
+$262K

Top Sells

1 +$466K
2 +$341K
3 +$327K
4
BIIB icon
Biogen
BIIB
+$260K
5
SEE icon
Sealed Air
SEE
+$223K

Sector Composition

1 Industrials 13.34%
2 Healthcare 12.59%
3 Technology 9.75%
4 Consumer Staples 9.6%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$126K 0.02%
807
252
-2,108
253
-10,226
254
-6,691
255
-13,037
256
-6,549
257
-4,598