HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$11.7M
3
+$10.6M
4
AMGN icon
Amgen
AMGN
+$9.35M
5
MMM icon
3M
MMM
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.79%
2 Technology 17.07%
3 Energy 12.95%
4 Industrials 11.71%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.5%
+50,305
52
$1.33M 0.49%
+17,250
53
$1.28M 0.47%
+12,975
54
$1.2M 0.44%
+16,451
55
$1.19M 0.44%
+30,673
56
$1.17M 0.44%
+27,166
57
$1.11M 0.41%
+21,650
58
$1.11M 0.41%
+15,475
59
$1.09M 0.4%
+58,000
60
$1.09M 0.4%
+39,863
61
$1.08M 0.4%
+16,075
62
$1.07M 0.4%
+32,997
63
$1.02M 0.38%
+37,550
64
$1.02M 0.38%
+71,475
65
$1.01M 0.37%
+22,865
66
$979K 0.36%
+16,185
67
$930K 0.34%
+14,035
68
$914K 0.34%
+36,250
69
$866K 0.32%
+30,864
70
$855K 0.32%
+8,634
71
$848K 0.31%
+44,826
72
$842K 0.31%
+11,546
73
$808K 0.3%
+49,705
74
$806K 0.3%
+13,680
75
$802K 0.3%
+12,400
1 2
3
4 5