HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$11.7M
3
+$10.6M
4
AMGN icon
Amgen
AMGN
+$9.35M
5
MMM icon
3M
MMM
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.79%
2 Technology 17.07%
3 Energy 12.95%
4 Industrials 11.71%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$791K 0.29%
+25,930
77
$787K 0.29%
+17,755
78
$750K 0.28%
+17,375
79
$744K 0.28%
+9,155
80
$726K 0.27%
+12,680
81
$686K 0.25%
+7,368
82
$682K 0.25%
+16,550
83
$667K 0.25%
+14,300
84
$649K 0.24%
+5,800
85
$644K 0.24%
+14,100
86
$643K 0.24%
+8,000
87
$642K 0.24%
+2,195
88
$641K 0.24%
+10,580
89
$630K 0.23%
+20,120
90
$594K 0.22%
+7,245
91
$591K 0.22%
+18,572
92
$590K 0.22%
+5,976
93
$588K 0.22%
+15,600
94
$586K 0.22%
+11,928
95
$578K 0.21%
+3,595
96
$563K 0.21%
+26,828
97
$556K 0.21%
+14,118
98
$553K 0.21%
+32,300
99
$553K 0.21%
+12,098
100
$539K 0.2%
+8,273
2 3
4
5 6