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
101
$391K 0.17%
21,830
102
$388K 0.17%
7,000
103
$384K 0.16%
5,449
-951
104
$379K 0.16%
2,700
-2,795
105
$379K 0.16%
17,450
106
$375K 0.16%
+5,061
107
$375K 0.16%
4,351
+29
108
$366K 0.16%
5,475
-550
109
$359K 0.15%
12,012
110
$359K 0.15%
+12,090
111
$354K 0.15%
9,194
+4
112
$350K 0.15%
5,450
113
$350K 0.15%
8,840
+800
114
$346K 0.15%
14,551
-1,077
115
$344K 0.15%
11,000
116
$339K 0.14%
+3,450
117
$336K 0.14%
15,000
118
$331K 0.14%
2,126
+185
119
$331K 0.14%
12,980
-1,400
120
$320K 0.14%
5,650
121
$307K 0.13%
8,000
-800
122
$305K 0.13%
3,905
-400
123
$298K 0.13%
5,156
+408
124
$290K 0.12%
3,680
+250
125
$288K 0.12%
2,736
-42
3 4
5
6 7