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
$234M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$925K
3
+$488K
4
MCD icon
McDonald's
MCD
+$443K
5
AXP icon
American Express
AXP
+$375K

Top Sells

1
+$1.52M
2
+$864K
3
+$629K
4
MCK icon
McKesson
MCK
+$392K
5
ATHN
Athenahealth, Inc.
ATHN
+$292K

Sector Composition

1 Healthcare 23.67%
2 Technology 20.87%
3 Industrials 16.03%
4 Energy 9.15%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$624K 0.27%
8,033
77
$620K 0.26%
17,406
78
$594K 0.25%
11,085
+425
79
$587K 0.25%
8,674
+205
80
$570K 0.24%
6,200
81
$531K 0.23%
7,495
-200
82
$514K 0.22%
7,470
83
$513K 0.22%
22,900
+2,450
84
$503K 0.21%
22,915
85
$488K 0.21%
+29,912
86
$478K 0.2%
13,337
-299
87
$477K 0.2%
13,700
-1,100
88
$477K 0.2%
7,314
-1,530
89
$476K 0.2%
6,220
+55
90
$469K 0.2%
15,311
+1,200
91
$462K 0.2%
12,300
92
$461K 0.2%
9,148
+1,300
93
$460K 0.2%
54,727
-166
94
$452K 0.19%
11,435
-3,034
95
$445K 0.19%
10,744
-240
96
$442K 0.19%
6,383
+5
97
$426K 0.18%
5,417
98
$423K 0.18%
4,290
-400
99
$407K 0.17%
3,668
+504
100
$406K 0.17%
13,800
-2,070
2 3
4
5 6