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
151
$253K 0.07%
2,250
152
$237K 0.07%
+3,208
153
$235K 0.07%
+500
154
$229K 0.06%
2,000
155
$229K 0.06%
3,800
156
$229K 0.06%
+4,914
157
$226K 0.06%
5,136
158
$224K 0.06%
9,288
+400
159
$224K 0.06%
4,170
-962
160
$221K 0.06%
2,765
161
$221K 0.06%
+2,700
162
$218K 0.06%
+1,500
163
$216K 0.06%
+1,775
164
$215K 0.06%
5,400
165
$212K 0.06%
+9,497
166
$209K 0.06%
+2,150
167
$203K 0.06%
+2,170
168
$183K 0.05%
80,376
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169
$175K 0.05%
20,799
-6,763
170
$161K 0.04%
45,285
171
$115K 0.03%
12,528
172
$112K 0.03%
20,000
173
$93K 0.03%
12,000
174
$93K 0.03%
+23,875
175
$74K 0.02%
20,000
4 5 6
7
8