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
$192M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$340K
2 +$323K
3 +$301K
4
AMP icon
Ameriprise Financial
AMP
+$228K
5
RTX icon
RTX Corp
RTX
+$208K

Top Sells

1 +$1.05M
2 +$553K
3 +$517K
4
AAPL icon
Apple
AAPL
+$479K
5
DHR icon
Danaher
DHR
+$328K

Sector Composition

1 Technology 26.26%
2 Healthcare 15.06%
3 Consumer Staples 13.77%
4 Industrials 12.25%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,572
77
-45,815
78
-440