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
$1.25B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$12.7M
3 +$12.4M
4
BKR icon
Baker Hughes
BKR
+$8.97M
5
BRO icon
Brown & Brown
BRO
+$8.85M

Top Sells

1 +$6.16M
2 +$1.96M
3 +$1.66M
4
HON icon
Honeywell
HON
+$1.37M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.28M

Sector Composition

1 Healthcare 16.27%
2 Technology 10.64%
3 Industrials 7.75%
4 Consumer Staples 7.21%
5 Financials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-409
277
-7,383
278
-3,037
279
-3,676