Bar Harbor Wealth Management
CIK Number: 0001035463
1.57B
Market Value
257
# of Holdings
28 months
Avg. Holding Period
79.23%
Win Rate
31.26%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Select Sector S... | 239.10 | +0.45% | 473.22K | -0.73% | 106.83M | 36.48 | 6.81% | |
| 2 | Eli Lilly & Co | 789.07 | +0.86% | 77.29K | -0.91% | 68.47M | 64.8 | 4.37% | |
| 3 | Apple Inc | 248.21 | +0.10% | 263.01K | -2.41% | 61.28M | 95.15 | 3.91% | |
| 4 | Ishares Etfs/Us... | 97.95 | -0.35% | 561.36K | +4.36% | 56.85M | 107.17 | 3.63% | |
| 5 | Ishares | 607.39 | +0.01% | 88.56K | +1.04% | 51.08M | 214.71 | 3.26% |
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