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
$360M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.04M
3
+$638K
4
MRK icon
Merck
MRK
+$533K
5
PFPT
Proofpoint, Inc.
PFPT
+$504K

Top Sells

1
+$1.81M
2
+$1.33M
3
+$548K
4
MSFT icon
Microsoft
MSFT
+$512K
5
NEE icon
NextEra Energy
NEE
+$435K

Sector Composition

1 Technology 27.12%
2 Healthcare 23.46%
3 Industrials 14.08%
4 Consumer Staples 7.43%
5 Financials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.5%
12,080
+60
52
$1.71M 0.47%
69,958
-5,904
53
$1.6M 0.44%
13,097
-200
54
$1.58M 0.44%
7,200
55
$1.58M 0.44%
10,485
-1,365
56
$1.48M 0.41%
20,558
+235
57
$1.47M 0.41%
23,240
-1,000
58
$1.46M 0.41%
11,279
-150
59
$1.35M 0.37%
47,215
-3,600
60
$1.26M 0.35%
6,020
61
$1.24M 0.34%
11,287
+12
62
$1.24M 0.34%
3,975
63
$1.16M 0.32%
10,000
64
$1.13M 0.31%
8,113
-150
65
$1.13M 0.31%
10,888
66
$1.1M 0.31%
19,982
-6,948
67
$1.05M 0.29%
48,660
+666
68
$1.04M 0.29%
+22,870
69
$1.03M 0.29%
121,200
+3,000
70
$1.02M 0.28%
13,880
-200
71
$1M 0.28%
4,713
-1,000
72
$996K 0.28%
7,133
-250
73
$973K 0.27%
11,700
74
$967K 0.27%
4,600
75
$967K 0.27%
33,350
+750
1 2
3
4 5