HWM

HFR Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.79%
This Quarter Est. Return
1 Year Est. Return
+11.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$2.26M
3
+$317K
4
AMGN icon
Amgen
AMGN
+$317K
5
BDX icon
Becton Dickinson
BDX
+$312K

Top Sells

1
+$5.03M
2
+$208K
3
+$50.8K
4
DE icon
Deere & Co
DE
+$30.2K
5
MMM icon
3M
MMM
+$28K

Sector Composition

1 Technology 18.16%
2 Consumer Discretionary 16.52%
3 Industrials 16.5%
4 Consumer Staples 14.66%
5 Healthcare 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$279K 0.08%
989
-180
52
$277K 0.08%
1,303
-35
53
$271K 0.08%
807
-90
54
$259K 0.08%
+603
55
$226K 0.07%
2,286
56
$225K 0.07%
3,831
57
$214K 0.06%
2,189
58
$209K 0.06%
1,402
59
$203K 0.06%
1,716
-10
60
– –
-929
1 2
3