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
$883M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Sells

1 +$2.07M
2 +$1.87M
3 +$1.04M
4
XOM icon
Exxon Mobil
XOM
+$945K
5
STJ
St Jude Medical
STJ
+$525K

Sector Composition

1 Healthcare 13.56%
2 Industrials 12.25%
3 Consumer Staples 10.19%
4 Technology 9.32%
5 Energy 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-6,684
352
-12,045