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
$240M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$423K
3
+$309K
4
CYBX
CYBERONICS INC
CYBX
+$231K
5
GILD icon
Gilead Sciences
GILD
+$212K

Top Sells

1
+$1.85M
2
+$805K
3
+$320K
4
T icon
AT&T
T
+$229K
5
TJX icon
TJX Companies
TJX
+$210K

Sector Composition

1 Healthcare 22.85%
2 Technology 20.03%
3 Industrials 12.91%
4 Energy 10.1%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.44%
14,319
+150
52
$1.06M 0.44%
66,244
-3,716
53
$1.03M 0.43%
52,050
54
$992K 0.41%
17,403
55
$979K 0.41%
11,354
-775
56
$971K 0.4%
14,842
57
$967K 0.4%
11,578
-250
58
$960K 0.4%
33,715
-35
59
$952K 0.4%
16,600
-200
60
$933K 0.39%
7,420
61
$908K 0.38%
10,750
62
$905K 0.38%
6,495
-1,000
63
$877K 0.36%
28,200
-300
64
$874K 0.36%
23,020
+1,112
65
$872K 0.36%
10,823
-500
66
$863K 0.36%
38,360
-1,200
67
$863K 0.36%
20,050
+2,800
68
$851K 0.35%
18,251
69
$842K 0.35%
19,007
70
$825K 0.34%
8,627
-11
71
$818K 0.34%
19,501
72
$806K 0.34%
7,607
-100
73
$780K 0.32%
9,722
74
$773K 0.32%
8,687
75
$743K 0.31%
8,570
1 2
3
4 5