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
$798M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$456K
2 +$385K
3 +$278K
4
MSFT icon
Microsoft
MSFT
+$274K
5
MJN
Mead Johnson Nutrition Company
MJN
+$273K

Top Sells

1 +$759K
2 +$690K
3 +$617K
4
PANW icon
Palo Alto Networks
PANW
+$552K
5
LNKD
LinkedIn Corporation
LNKD
+$546K

Sector Composition

1 Industrials 13.24%
2 Healthcare 12.64%
3 Consumer Staples 9.73%
4 Technology 9.39%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-7,555
252
-48,312
253
-2,923
254
-3,727
255
-6,706
256
-807
257
-7,692