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
$1.12B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$6.77M
3 +$1.55M
4
CSCO icon
Cisco
CSCO
+$1.53M
5
UNH icon
UnitedHealth
UNH
+$1.38M

Top Sells

1 +$4.12M
2 +$3.56M
3 +$2.06M
4
MSFT icon
Microsoft
MSFT
+$1.73M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.56M

Sector Composition

1 Healthcare 13.28%
2 Technology 12%
3 Consumer Staples 7.31%
4 Industrials 6.6%
5 Financials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-816