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
$779M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Sells

1 +$6.66M
2 +$494K
3 +$363K
4
MCK icon
McKesson
MCK
+$327K
5
TKR icon
Timken Company
TKR
+$326K

Sector Composition

1 Healthcare 12.79%
2 Industrials 12.14%
3 Technology 9.96%
4 Consumer Staples 9.89%
5 Energy 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$205K 0.03%
4,534
-64
252
$184K 0.02%
2,950
-165
253
$170K 0.02%
+18
254
-5,026
255
-4,592
256
-3,770
257
-5,353