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
$290M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$515K
3
+$432K
4
LRCX icon
Lam Research
LRCX
+$311K
5
NTR icon
Nutrien
NTR
+$292K

Top Sells

1
+$1.1M
2
+$462K
3
+$256K
4
ALV icon
Autoliv
ALV
+$230K
5
DHR icon
Danaher
DHR
+$218K

Sector Composition

1 Healthcare 23.73%
2 Technology 23.14%
3 Industrials 15.41%
4 Financials 7.66%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 1.02%
91,575
-4,307
27
$2.88M 0.99%
37,382
-2,650
28
$2.79M 0.96%
33,306
+438
29
$2.64M 0.91%
27,585
+900
30
$2.52M 0.87%
47,142
+850
31
$2.44M 0.84%
22,356
-1,066
32
$2.4M 0.83%
3,674
33
$2.35M 0.81%
44,024
-181
34
$2.3M 0.79%
21,038
35
$2.24M 0.77%
12,008
36
$2.17M 0.75%
9,025
-325
37
$2.11M 0.73%
31,650
-800
38
$2.05M 0.71%
27,930
39
$1.91M 0.66%
26,875
40
$1.88M 0.65%
16,034
+825
41
$1.84M 0.63%
67,685
+100
42
$1.83M 0.63%
14,950
-1,178
43
$1.8M 0.62%
23,320
-14,256
44
$1.76M 0.61%
21,582
+1,600
45
$1.73M 0.6%
20,248
+11,290
46
$1.71M 0.59%
26,550
+1,250
47
$1.71M 0.59%
39,773
+1,909
48
$1.67M 0.58%
9,390
49
$1.58M 0.55%
16,717
+300
50
$1.56M 0.54%
9,311
-365
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