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
$1.3B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$4.71M
3 +$1.78M
4
GEHC icon
GE HealthCare
GEHC
+$1.6M
5
LIN icon
Linde
LIN
+$1.56M

Sector Composition

1 Healthcare 15.79%
2 Technology 11.72%
3 Industrials 8.53%
4 Consumer Staples 6.97%
5 Financials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$147K 0.01%
13,025
252
$142K 0.01%
12,305
253
$136K 0.01%
10,900
-3,000
254
$133K 0.01%
13,413
255
$128K 0.01%
12,000
256
$128K 0.01%
13,348
257
$115K 0.01%
15,110
258
0
259
-732