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
$234M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$925K
3
+$488K
4
MCD icon
McDonald's
MCD
+$443K
5
AXP icon
American Express
AXP
+$375K

Top Sells

1
+$1.52M
2
+$864K
3
+$629K
4
MCK icon
McKesson
MCK
+$392K
5
ATHN
Athenahealth, Inc.
ATHN
+$292K

Sector Composition

1 Healthcare 23.67%
2 Technology 20.87%
3 Industrials 16.03%
4 Energy 9.15%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-14,380
152
– –
-4,063
153
– –
-2,319
154
– –
-9,675
155
– –
-96,744
3 4 5 6
7