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
$260M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$595K
3
+$494K
4
CYBX
CYBERONICS INC
CYBX
+$470K
5
BOOM icon
DMC Global
BOOM
+$452K

Top Sells

1
+$2.42M
2
+$2.11M
3
+$652K
4
AMGN icon
Amgen
AMGN
+$497K
5
IBM icon
IBM
IBM
+$466K

Sector Composition

1 Healthcare 20.9%
2 Technology 18.72%
3 Industrials 12.69%
4 Energy 11.29%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.45%
12,440
52
$1.17M 0.45%
17,403
53
$1.16M 0.44%
20,750
+8,450
54
$1.11M 0.43%
15,994
-195
55
$1.1M 0.43%
16,890
-400
56
$1.05M 0.4%
12,299
+1,455
57
$1.03M 0.4%
7,495
-505
58
$995K 0.38%
33,750
59
$974K 0.37%
31,900
-2,600
60
$958K 0.37%
13,842
61
$954K 0.37%
39,493
+9,400
62
$889K 0.34%
22,280
-200
63
$868K 0.33%
36,147
+20
64
$867K 0.33%
1,870
+100
65
$840K 0.32%
7,420
66
$833K 0.32%
7,207
+159
67
$819K 0.32%
10,750
68
$816K 0.31%
11,828
69
$813K 0.31%
15,250
70
$812K 0.31%
11,323
-200
71
$811K 0.31%
9,722
-2,490
72
$798K 0.31%
19,375
-49
73
$796K 0.31%
27,300
74
$791K 0.3%
19,501
75
$788K 0.3%
8,638
1 2
3
4 5