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
$796M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$644K
3 +$387K
4
TJX icon
TJX Companies
TJX
+$366K
5
PSX icon
Phillips 66
PSX
+$360K

Top Sells

1 +$3.38M
2 +$3.03M
3 +$663K
4
CSCO icon
Cisco
CSCO
+$625K
5
ORCL icon
Oracle
ORCL
+$608K

Sector Composition

1 Healthcare 14.09%
2 Industrials 12.2%
3 Consumer Staples 10.3%
4 Technology 8.45%
5 Energy 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-4,412
302
-2,454
303
-5,467
304
-1,656