HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
151
$228K 0.08%
+5,400
152
$228K 0.08%
+16,736
153
$221K 0.08%
+2,950
154
$220K 0.08%
+9,800
155
$215K 0.08%
+2,750
156
$213K 0.08%
+20
157
$211K 0.08%
+7,200
158
$208K 0.08%
+4,400
159
$205K 0.08%
+6,000
160
$203K 0.08%
+7,200
161
$202K 0.07%
+5,840
162
$201K 0.07%
+7,321
163
$189K 0.07%
+12,500
164
$141K 0.05%
+10,400
165
$130K 0.05%
+10,070
166
$101K 0.04%
+11,000
167
$96K 0.04%
+6,720
168
$56K 0.02%
+20,000
169
$19K 0.01%
+41