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
$234M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$925K
3
+$488K
4
MCD icon
McDonald's
MCD
+$443K
5
AXP icon
American Express
AXP
+$375K

Top Sells

1
+$1.52M
2
+$864K
3
+$629K
4
MCK icon
McKesson
MCK
+$392K
5
ATHN
Athenahealth, Inc.
ATHN
+$292K

Sector Composition

1 Healthcare 23.67%
2 Technology 20.87%
3 Industrials 16.03%
4 Energy 9.15%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.22%
52,651
-100
27
$2.83M 1.21%
93,900
+3,500
28
$2.48M 1.06%
91,752
-4,600
29
$2.42M 1.03%
43,160
+4,100
30
$2.29M 0.98%
3,760
-140
31
$2.22M 0.95%
41,576
+150
32
$2.02M 0.86%
26,668
+1,074
33
$1.95M 0.83%
21,363
+606
34
$1.94M 0.83%
20,423
35
$1.88M 0.8%
15,934
-200
36
$1.8M 0.77%
32,750
-250
37
$1.78M 0.76%
9,576
+400
38
$1.72M 0.73%
27,818
+750
39
$1.64M 0.7%
11,615
-320
40
$1.56M 0.67%
15,910
-2,715
41
$1.55M 0.66%
39,650
+3,000
42
$1.54M 0.66%
26,500
-300
43
$1.51M 0.64%
37,607
-2,180
44
$1.47M 0.63%
12,240
45
$1.43M 0.61%
44,371
-2,109
46
$1.4M 0.6%
13,454
+125
47
$1.18M 0.51%
12,801
-225
48
$1.18M 0.5%
9,711
+3,643
49
$1.13M 0.48%
29,315
-160
50
$1.13M 0.48%
46,373
+2,000
1
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