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
$233M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.4M
3
+$764K
4
DELL icon
Dell
DELL
+$762K
5
HAIN icon
Hain Celestial
HAIN
+$719K

Top Sells

1
+$4.16M
2
+$490K
3
+$429K
4
AFL icon
Aflac
AFL
+$417K
5
AWK icon
American Water Works
AWK
+$393K

Sector Composition

1 Healthcare 25.86%
2 Technology 20.36%
3 Industrials 13.68%
4 Energy 8.93%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 1.24%
+90,400
27
$2.72M 1.17%
52,751
-50
28
$2.66M 1.14%
96,352
-3,600
29
$2.15M 0.92%
41,426
-2,423
30
$2.11M 0.91%
20,423
31
$2.05M 0.88%
3,900
+100
32
$2.02M 0.87%
20,757
-95
33
$1.97M 0.85%
25,594
-1,229
34
$1.9M 0.82%
18,625
-161
35
$1.9M 0.82%
11,935
-195
36
$1.86M 0.8%
39,060
+13,550
37
$1.73M 0.74%
27,068
-1,890
38
$1.66M 0.71%
16,134
-208
39
$1.6M 0.69%
9,176
-388
40
$1.54M 0.66%
39,787
-1,420
41
$1.52M 0.65%
96,744
-552
42
$1.45M 0.62%
33,000
+2,650
43
$1.43M 0.61%
46,480
+231
44
$1.43M 0.61%
12,240
45
$1.42M 0.61%
26,800
46
$1.3M 0.56%
36,650
+20,210
47
$1.25M 0.54%
29,475
-1,190
48
$1.24M 0.53%
13,329
+800
49
$1.21M 0.52%
13,026
-1,325
50
$1.12M 0.48%
13,001
-156
1
2
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