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
76
$804K 0.28%
20,600
-300
77
$757K 0.26%
12,680
-800
78
$750K 0.26%
6,602
-2,250
79
$749K 0.26%
21,699
80
$741K 0.26%
9,265
+15
81
$729K 0.25%
14,301
82
$713K 0.25%
9,775
83
$699K 0.24%
77,890
+20,900
84
$677K 0.23%
7,495
+150
85
$673K 0.23%
8,033
86
$651K 0.22%
4,340
-219
87
$615K 0.21%
5,700
88
$598K 0.21%
13,367
+164
89
$594K 0.2%
6,750
90
$591K 0.2%
3,704
91
$582K 0.2%
9,640
-800
92
$552K 0.19%
8,403
93
$537K 0.19%
22,800
-1,250
94
$532K 0.18%
12,100
95
$529K 0.18%
41,600
96
$527K 0.18%
10,222
-954
97
$524K 0.18%
7,147
98
$522K 0.18%
13,800
99
$519K 0.18%
3,323
+1,451
100
$515K 0.18%
+43,000
2 3
4
5 6