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
$233M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.4M
3
+$764K
4
DELL icon
Dell
DELL
+$762K
5
HAIN icon
Hain Celestial
HAIN
+$719K

Top Sells

1
+$4.16M
2
+$490K
3
+$429K
4
AFL icon
Aflac
AFL
+$417K
5
AWK icon
American Water Works
AWK
+$393K

Sector Composition

1 Healthcare 25.86%
2 Technology 20.36%
3 Industrials 13.68%
4 Energy 8.93%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,983
152
– –
-9,453
153
– –
-153,048
154
– –
-11,528
155
– –
-4,173
3 4 5 6
7