HIM

Harbour Investment Management Portfolio holdings

AUM $231M
1-Year Est. Return 13.02%
This Quarter Est. Return
1 Year Est. Return
+13.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$4.31M
3 +$3.81M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.71M
5
DIS icon
Walt Disney
DIS
+$3.57M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.96%
2 Healthcare 15.76%
3 Technology 14.92%
4 Consumer Staples 11.64%
5 Energy 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$318K 0.23%
+3,100
77
$279K 0.2%
+10,502
78
$223K 0.16%
+8,328
79
$186K 0.14%
+13,082