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
$311M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$745K
2 +$664K
3 +$447K
4
XOM icon
Exxon Mobil
XOM
+$421K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227K

Top Sells

1 +$1.8M
2 +$1.42M
3 +$1.28M
4
AAPL icon
Apple
AAPL
+$1.16M
5
NDAQ icon
Nasdaq
NDAQ
+$811K

Sector Composition

1 Technology 32.32%
2 Healthcare 20.74%
3 Industrials 11.79%
4 Financials 10.59%
5 Consumer Staples 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-112,000
152
$0 ﹤0.01%
18,823