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
101
$513K 0.18%
10,900
102
$513K 0.18%
17,840
+1,200
103
$504K 0.17%
14,835
104
$501K 0.17%
5,000
105
$486K 0.17%
10,532
-1,500
106
$481K 0.17%
4,300
-150
107
$469K 0.16%
9,349
108
$465K 0.16%
7,625
-150
109
$453K 0.16%
10,800
110
$449K 0.15%
12,000
111
$432K 0.15%
+3,075
112
$429K 0.15%
15,000
113
$428K 0.15%
7,633
114
$427K 0.15%
17,723
115
$396K 0.14%
1,064
+88
116
$386K 0.13%
7,025
-150
117
$358K 0.12%
6,400
-100
118
$356K 0.12%
1,650
119
$355K 0.12%
4,900
+300
120
$347K 0.12%
2,050
121
$346K 0.12%
4,917
122
$340K 0.12%
2,618
-533
123
$337K 0.12%
3,547
-25
124
$333K 0.11%
1,250
125
$331K 0.11%
17,971
-1,000
3 4
5
6 7