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
126
$324K 0.11%
5,183
+200
127
$317K 0.11%
14,249
+259
128
$316K 0.11%
14,925
+1,000
129
$311K 0.11%
+20,500
130
$292K 0.1%
2,200
-800
131
$292K 0.1%
+5,057
132
$287K 0.1%
17,000
133
$286K 0.1%
2,030
134
$282K 0.1%
2,760
-700
135
$282K 0.1%
4,241
-130
136
$281K 0.1%
2,643
137
$281K 0.1%
8,000
138
$267K 0.09%
2,090
139
$262K 0.09%
1,265
140
$261K 0.09%
13,690
141
$249K 0.09%
8,443
142
$244K 0.08%
3,392
-1,357
143
$244K 0.08%
6,140
-360
144
$240K 0.08%
1,280
145
$232K 0.08%
1,425
146
$230K 0.08%
1,833
147
$229K 0.08%
2,480
-125
148
$219K 0.08%
2,780
-1,601
149
$218K 0.08%
2,480
150
$214K 0.07%
+2,800
3 4 5
6
7