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
$157M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$688K
2 +$196K
3 +$22.1K
4
CVE icon
Cenovus Energy
CVE
+$15.1K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$12.5K

Top Sells

1 +$592K
2 +$381K
3 +$245K
4
JNJ icon
Johnson & Johnson
JNJ
+$197K
5
WBCO
WASHINGTON BANKING CO
WBCO
+$185K

Sector Composition

1 Industrials 18.65%
2 Healthcare 16.25%
3 Technology 14.59%
4 Energy 11.48%
5 Consumer Staples 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$296K 0.19%
10,502
77
$247K 0.16%
2,980
78
$237K 0.15%
2,500
79
$203K 0.13%
2,480
80
-10,382