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
76
$792K 0.23%
865
+440
77
$773K 0.22%
12,780
78
$764K 0.22%
9,406
+740
79
$668K 0.19%
4,000
80
$638K 0.18%
1,123
-377
81
$602K 0.17%
10,000
-10,000
82
$594K 0.17%
6,000
83
$572K 0.16%
4,000
84
$566K 0.16%
6,334
+400
85
$558K 0.16%
1,600
86
$540K 0.15%
1,300
87
$535K 0.15%
4,000
-184
88
$504K 0.14%
+2,000
89
$491K 0.14%
3,500
90
$491K 0.14%
7,400
91
$462K 0.13%
4,800
-4,800
92
$462K 0.13%
4,000
93
$457K 0.13%
+2,000
94
$453K 0.13%
5,198
+2,500
95
$444K 0.13%
7,600
+3,600
96
$444K 0.13%
7,500
+3,500
97
$432K 0.12%
36,000
98
$430K 0.12%
8,000
99
$417K 0.12%
23,380
100
$396K 0.11%
2,418
2 3
4
5 6