HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $748M
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$705K
2 +$652K
3 +$472K
4
DVA icon
DaVita
DVA
+$380K
5
CTSH icon
Cognizant
CTSH
+$340K

Top Sells

1 +$2.74M
2 +$1.67M
3 +$1.65M
4
LH icon
Labcorp
LH
+$1.37M
5
UNP icon
Union Pacific
UNP
+$1.33M

Sector Composition

1 Healthcare 20.63%
2 Technology 18.05%
3 Energy 12.74%
4 Industrials 11.38%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,200