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
$360M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.04M
3
+$638K
4
MRK icon
Merck
MRK
+$533K
5
PFPT
Proofpoint, Inc.
PFPT
+$504K

Top Sells

1
+$1.81M
2
+$1.33M
3
+$548K
4
MSFT icon
Microsoft
MSFT
+$512K
5
NEE icon
NextEra Energy
NEE
+$435K

Sector Composition

1 Technology 27.12%
2 Healthcare 23.46%
3 Industrials 14.08%
4 Consumer Staples 7.43%
5 Financials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$550K 0.15%
8,847
102
$548K 0.15%
2,780
103
$542K 0.15%
17,446
-55
104
$540K 0.15%
9,700
+600
105
$527K 0.15%
10,680
106
$524K 0.15%
21,625
-13,375
107
$516K 0.14%
3,000
-1,100
108
$510K 0.14%
8,403
109
$502K 0.14%
19,725
+4,000
110
$494K 0.14%
13,835
111
$493K 0.14%
6,040
-50
112
$489K 0.14%
4,275
113
$487K 0.14%
3,360
-250
114
$475K 0.13%
8,000
115
$461K 0.13%
5,561
-144
116
$451K 0.13%
1,625
+300
117
$440K 0.12%
12,811
118
$421K 0.12%
8,130
-600
119
$416K 0.12%
37,067
+51
120
$401K 0.11%
15,500
121
$393K 0.11%
+9,300
122
$392K 0.11%
2,030
123
$392K 0.11%
6,806
-3,166
124
$386K 0.11%
11,228
125
$373K 0.1%
4,289
-1,007
3 4
5
6 7