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
$350M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.17M
3
+$1.37M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.07M
5
AVGO icon
Broadcom
AVGO
+$1.01M

Top Sells

1
+$954K
2
+$652K
3
+$628K
4
FISV
Fiserv Inc
FISV
+$623K
5
NFLX icon
Netflix
NFLX
+$602K

Sector Composition

1 Technology 32.76%
2 Healthcare 19.76%
3 Financials 11.71%
4 Industrials 11.47%
5 Consumer Staples 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 0.94%
457,230
+38,050
27
$3.13M 0.89%
15,600
28
$2.93M 0.84%
54,400
-11,000
29
$2.67M 0.77%
15,400
+1,200
30
$2.65M 0.76%
19,600
+5,100
31
$2.65M 0.76%
9,899
32
$2.5M 0.71%
9,254
-931
33
$2.48M 0.71%
37,200
+15,200
34
$2.33M 0.67%
20,000
35
$2.26M 0.65%
174,000
+4,464
36
$2.22M 0.64%
32,500
+20,000
37
$2.17M 0.62%
+42,700
38
$2.12M 0.61%
9,800
-1,000
39
$2.04M 0.58%
32,707
+6,000
40
$1.96M 0.56%
32,000
41
$1.94M 0.56%
17,783
42
$1.83M 0.52%
35,478
-10,500
43
$1.79M 0.51%
26,500
44
$1.6M 0.46%
10,764
45
$1.57M 0.45%
9,500
46
$1.54M 0.44%
8,400
47
$1.51M 0.43%
3,000
48
$1.49M 0.43%
16,000
49
$1.48M 0.42%
6,500
50
$1.48M 0.42%
6,000
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