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
$350M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.17M
3
+$1.37M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.07M
5
AVGO icon
Broadcom
AVGO
+$1.01M

Top Sells

1
+$954K
2
+$652K
3
+$628K
4
FISV
Fiserv Inc
FISV
+$623K
5
NFLX icon
Netflix
NFLX
+$602K

Sector Composition

1 Technology 32.76%
2 Healthcare 19.76%
3 Financials 11.71%
4 Industrials 11.47%
5 Consumer Staples 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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-6,645
153
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-10,000
154
– –
-1,400
155
– –
-30,000
156
$0 ﹤0.01%
18,823
157
– –
-10,000
3 4 5 6
7