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
$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
126
$355K 0.13%
+9,435
127
$347K 0.13%
+3,603
128
$346K 0.13%
+30,240
129
$341K 0.13%
+6,100
130
$317K 0.12%
+9,096
131
$312K 0.12%
+7,000
132
$312K 0.12%
+7,725
133
$311K 0.12%
+3,018
134
$303K 0.11%
+5,637
135
$300K 0.11%
+22,180
136
$293K 0.11%
+3,918
137
$282K 0.1%
+16,700
138
$281K 0.1%
+3,147
139
$277K 0.1%
+11,000
140
$274K 0.1%
+13,440
141
$271K 0.1%
+17,036
142
$260K 0.1%
+11,844
143
$257K 0.1%
+4,861
144
$253K 0.09%
+66
145
$247K 0.09%
+6,975
146
$241K 0.09%
+4,244
147
$241K 0.09%
+2,200
148
$240K 0.09%
+3,553
149
$239K 0.09%
+6,265
150
$235K 0.09%
+8,642
3 4 5
6
7