HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $719M
1-Year Est. Return 15.91%
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$595K
3
+$494K
4
CYBX
CYBERONICS INC
CYBX
+$470K
5
BOOM icon
DMC Global
BOOM
+$452K

Top Sells

1
+$2.42M
2
+$2.11M
3
+$652K
4
AMGN icon
Amgen
AMGN
+$497K
5
IBM icon
IBM
IBM
+$466K

Sector Composition

1 Healthcare 20.9%
2 Technology 18.72%
3 Industrials 12.69%
4 Energy 11.29%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1.08%
23,274
-1,816
27
$2.65M 1.02%
28,535
-1,863
28
$2.5M 0.96%
24,460
-3,147
29
$2.45M 0.94%
+57,843
30
$2.43M 0.94%
25,820
+5,245
31
$2.43M 0.94%
21,048
32
$2.4M 0.93%
32,345
+1,355
33
$2.26M 0.87%
141,177
+28,200
34
$2.25M 0.86%
36,695
-1,660
35
$2.07M 0.8%
30,031
-900
36
$1.97M 0.76%
31,612
-893
37
$1.93M 0.74%
41,177
-5,221
38
$1.67M 0.64%
9,587
-950
39
$1.6M 0.62%
95,450
-1,800
40
$1.56M 0.6%
12,440
+2,205
41
$1.49M 0.57%
18,319
+200
42
$1.47M 0.57%
18,105
-4,275
43
$1.44M 0.55%
32,040
-857
44
$1.37M 0.53%
25,950
-1,000
45
$1.36M 0.52%
50,750
-3,000
46
$1.34M 0.51%
22,651
-600
47
$1.27M 0.49%
50,185
-3,485
48
$1.25M 0.48%
15,300
-1,000
49
$1.24M 0.48%
11,053
-100
50
$1.19M 0.46%
52,050
-5,500
1
2
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