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
$321M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$5.2M
2 +$4.45M
3 +$2.03M
4
SYK icon
Stryker
SYK
+$1.5M
5
TRIB
Trinity Biotech
TRIB
+$1.21M

Top Sells

1 +$6.38M
2 +$5.27M
3 +$5.03M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.01M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.89M

Sector Composition

1 Technology 29.07%
2 Healthcare 20.87%
3 Industrials 14.66%
4 Financials 11.94%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-21,675
202
-950
203
-3,000
204
$0 ﹤0.01%
18,823
205
-51,200