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
101
$389K 0.11%
3,394
+130
102
$383K 0.11%
5,000
103
$355K 0.1%
1,000
104
$354K 0.1%
+12,040
105
$349K 0.1%
2,500
106
$348K 0.1%
2,000
107
$344K 0.1%
6,000
108
$332K 0.1%
7,000
109
$323K 0.09%
2,500
110
$323K 0.09%
918
+2
111
$308K 0.09%
1,600
112
$301K 0.09%
5,664
113
$300K 0.09%
5,400
114
$298K 0.09%
8,000
115
$297K 0.08%
2,868
-6,068
116
$290K 0.08%
2,765
117
$289K 0.08%
4,000
118
$281K 0.08%
4,000
119
$278K 0.08%
+4,725
120
$277K 0.08%
2,000
121
$273K 0.08%
2,000
122
$268K 0.08%
8,930
123
$265K 0.08%
3,378
124
$260K 0.07%
1,500
125
$254K 0.07%
+3,800
3 4
5
6 7