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
$144M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$217K
2 +$163K
3 +$149K
4
EQNR icon
Equinor
EQNR
+$85.1K
5
WM icon
Waste Management
WM
+$54.2K

Top Sells

1 +$117K
2 +$107K
3 +$101K
4
WBA
Walgreens Boots Alliance
WBA
+$93.3K
5
JNJ icon
Johnson & Johnson
JNJ
+$87.6K

Sector Composition

1 Industrials 18.62%
2 Healthcare 15.86%
3 Technology 14.28%
4 Consumer Staples 10.91%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$364K 0.25%
3,100
77
$286K 0.2%
10,502
78
$213K 0.15%
8,328
79
$175K 0.12%
12,482
-600