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
126
$371K 0.1%
10,200
127
$362K 0.1%
39,400
+16,000
128
$356K 0.1%
5,133
129
$350K 0.1%
3,750
130
$346K 0.1%
975
131
$343K 0.1%
1,513
-25
132
$335K 0.09%
2,335
-150
133
$311K 0.09%
+810
134
$311K 0.09%
5,417
+345
135
$304K 0.08%
17,000
136
$299K 0.08%
9,535
-750
137
$295K 0.08%
2,943
138
$293K 0.08%
13,690
139
$292K 0.08%
1,485
140
$290K 0.08%
1,694
+31
141
$282K 0.08%
41,600
142
$282K 0.08%
2,400
143
$281K 0.08%
1,971
+225
144
$273K 0.08%
683
+68
145
$272K 0.08%
2,059
146
$270K 0.08%
1,164
+3
147
$266K 0.07%
1,395
-57
148
$264K 0.07%
1,575
+17
149
$262K 0.07%
+1,664
150
$255K 0.07%
3,848
+90
4 5
6
7 8