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
$153M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$648K
2 +$593K
3 +$285K
4
WFC icon
Wells Fargo
WFC
+$224K
5
UNH icon
UnitedHealth
UNH
+$203K

Top Sells

1 +$1.54M
2 +$296K
3 +$77.1K
4
NVO icon
Novo Nordisk
NVO
+$75.3K
5
PSX icon
Phillips 66
PSX
+$40.5K

Sector Composition

1 Industrials 19.2%
2 Healthcare 16.28%
3 Technology 14.21%
4 Energy 10.76%
5 Consumer Staples 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$225K 0.15%
2,500
77
$211K 0.14%
2,980
-100
78
$203K 0.13%
+2,480
79
$185K 0.12%
10,382
-1,400