HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$11.7M
3
+$10.6M
4
AMGN icon
Amgen
AMGN
+$9.35M
5
MMM icon
3M
MMM
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.79%
2 Technology 17.07%
3 Energy 12.95%
4 Industrials 11.71%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.93%
+49,756
27
$2.49M 0.92%
+87,400
28
$2.45M 0.91%
+40,471
29
$2.43M 0.9%
+41,612
30
$2.38M 0.88%
+45,910
31
$2.31M 0.86%
+30,602
32
$2.05M 0.76%
+45,899
33
$2.04M 0.76%
+51,014
34
$2.01M 0.74%
+36,032
35
$1.99M 0.74%
+134,022
36
$1.95M 0.72%
+30,502
37
$1.9M 0.7%
+135,450
38
$1.81M 0.67%
+109,369
39
$1.73M 0.64%
+23,678
40
$1.73M 0.64%
+49,592
41
$1.71M 0.64%
+9,216
42
$1.69M 0.63%
+58,100
43
$1.67M 0.62%
+19,269
44
$1.65M 0.61%
+26,764
45
$1.64M 0.61%
+38,356
46
$1.54M 0.57%
+12,981
47
$1.45M 0.54%
+31,042
48
$1.44M 0.53%
+17,000
49
$1.37M 0.51%
+18,750
50
$1.36M 0.5%
+32,885
1
2
3 4 5