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
$124M
AUM Growth
-$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$863K
2 +$810K
3 +$678K
4
UNH icon
UnitedHealth
UNH
+$653K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$321K

Top Sells

1 +$1.54M
2 +$768K
3 +$526K
4
CDK
CDK Global, Inc.
CDK
+$526K
5
OVV icon
Ovintiv
OVV
+$445K

Sector Composition

1 Industrials 17.3%
2 Healthcare 15.92%
3 Technology 14.18%
4 Consumer Staples 10.71%
5 Energy 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-27,870
77
-36,525
78
-8,076
79
-21,245
80
-9,745