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
$290M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$515K
3
+$432K
4
LRCX icon
Lam Research
LRCX
+$311K
5
NTR icon
Nutrien
NTR
+$292K

Top Sells

1
+$1.1M
2
+$462K
3
+$256K
4
ALV icon
Autoliv
ALV
+$230K
5
DHR icon
Danaher
DHR
+$218K

Sector Composition

1 Healthcare 23.73%
2 Technology 23.14%
3 Industrials 15.41%
4 Financials 7.66%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.53%
43,910
52
$1.46M 0.5%
35,688
53
$1.41M 0.48%
51,532
-1,585
54
$1.3M 0.45%
41,126
+1,195
55
$1.23M 0.42%
22,655
-543
56
$1.22M 0.42%
8,925
57
$1.19M 0.41%
10,615
+115
58
$1.18M 0.41%
11,013
59
$1.18M 0.41%
70,250
-11,100
60
$1.18M 0.41%
46,454
+1,655
61
$1.16M 0.4%
7,673
62
$1.12M 0.39%
9,894
+769
63
$1.1M 0.38%
17,708
64
$1.09M 0.38%
11,103
-420
65
$988K 0.34%
83,337
+5,800
66
$939K 0.32%
4,387
67
$939K 0.32%
8,333
68
$893K 0.31%
13,197
-96
69
$892K 0.31%
13,090
70
$882K 0.3%
13,175
71
$856K 0.3%
9,731
-1,006
72
$848K 0.29%
6,020
-50
73
$838K 0.29%
7,430
+150
74
$829K 0.29%
13,748
+3,007
75
$818K 0.28%
7,970
-200
1 2
3
4 5