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
$350M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.17M
3
+$1.37M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.07M
5
AVGO icon
Broadcom
AVGO
+$1.01M

Top Sells

1
+$954K
2
+$652K
3
+$628K
4
FISV
Fiserv Inc
FISV
+$623K
5
NFLX icon
Netflix
NFLX
+$602K

Sector Composition

1 Technology 32.76%
2 Healthcare 19.76%
3 Financials 11.71%
4 Industrials 11.47%
5 Consumer Staples 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.41%
10,000
+1,000
52
$1.35M 0.39%
15,838
53
$1.34M 0.38%
24,000
54
$1.3M 0.37%
25,017
-4,000
55
$1.29M 0.37%
13,587
-4,410
56
$1.28M 0.37%
7,468
57
$1.17M 0.33%
7,000
-1,000
58
$1.07M 0.31%
26,000
59
$1.05M 0.3%
210,000
+72,000
60
$1.03M 0.3%
10,000
+2,000
61
$985K 0.28%
81,200
62
$950K 0.27%
4,000
63
$943K 0.27%
12,000
64
$939K 0.27%
18,720
+4,160
65
$939K 0.27%
3,000
66
$884K 0.25%
5,000
67
$876K 0.25%
4,200
+2,200
68
$872K 0.25%
10,000
69
$853K 0.24%
11,750
-8,250
70
$852K 0.24%
2,800
+1,200
71
$852K 0.24%
5,379
72
$845K 0.24%
11,040
73
$813K 0.23%
8,708
+2,508
74
$811K 0.23%
+11,580
75
$797K 0.23%
5,500
-4,500
1 2
3
4 5