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
101
$532K 0.2%
+9,757
102
$522K 0.19%
+29,098
103
$511K 0.19%
+12,741
104
$501K 0.19%
+11,600
105
$492K 0.18%
+8,325
106
$490K 0.18%
+40,600
107
$488K 0.18%
+6,990
108
$484K 0.18%
+31,200
109
$475K 0.18%
+5,559
110
$473K 0.18%
+7,843
111
$452K 0.17%
+34,000
112
$449K 0.17%
+7,673
113
$447K 0.17%
+12,644
114
$445K 0.16%
+4,100
115
$442K 0.16%
+27,300
116
$439K 0.16%
+10,329
117
$434K 0.16%
+6,880
118
$419K 0.16%
+13,501
119
$415K 0.15%
+32,308
120
$412K 0.15%
+6,302
121
$409K 0.15%
+7,060
122
$399K 0.15%
+12,650
123
$378K 0.14%
+13,680
124
$373K 0.14%
+10,650
125
$361K 0.13%
+17,400
3 4
5
6 7