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
$360M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.04M
3
+$638K
4
MRK icon
Merck
MRK
+$533K
5
PFPT
Proofpoint, Inc.
PFPT
+$504K

Top Sells

1
+$1.81M
2
+$1.33M
3
+$548K
4
MSFT icon
Microsoft
MSFT
+$512K
5
NEE icon
NextEra Energy
NEE
+$435K

Sector Composition

1 Technology 27.12%
2 Healthcare 23.46%
3 Industrials 14.08%
4 Consumer Staples 7.43%
5 Financials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 1.02%
11,201
-50
27
$3.47M 0.96%
343,320
+10,100
28
$3.3M 0.92%
54,722
+1,284
29
$3.06M 0.85%
20,801
30
$3.06M 0.85%
13,140
-1,090
31
$3.02M 0.84%
27,787
-600
32
$2.99M 0.83%
50,285
+550
33
$2.47M 0.69%
19,804
-625
34
$2.47M 0.69%
42,294
+600
35
$2.46M 0.68%
71,702
-4,092
36
$2.44M 0.68%
13,469
-2,300
37
$2.39M 0.66%
22,610
+4,774
38
$2.27M 0.63%
34,118
-150
39
$2.13M 0.59%
23,225
-605
40
$2.1M 0.58%
14,310
-95
41
$2.04M 0.57%
25,727
+6,729
42
$2.02M 0.56%
32,778
43
$2M 0.56%
26,709
+2,349
44
$1.99M 0.55%
51,535
+9,590
45
$1.9M 0.53%
21,684
+710
46
$1.89M 0.53%
9,084
47
$1.86M 0.52%
51,200
+6,500
48
$1.85M 0.51%
15,919
-445
49
$1.83M 0.51%
56,368
-650
50
$1.82M 0.51%
+60,453
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