We are live on ! Find out more
HWM

Hohimer Wealth Management Portfolio holdings

AUM $818M
1-Year Est. Return 30.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$4.01M
3
+$3.93M
4
BABA icon
Alibaba
BABA
+$3.92M
5
SRE icon
Sempra
SRE
+$3.68M

Top Sells

1
+$6.17M
2
+$5.51M
3
+$4.66M
4
LRCX icon
Lam Research
LRCX
+$3.68M
5
GDDY icon
GoDaddy
GDDY
+$3.57M

Sector Composition

1 Technology 23.49%
2 Financials 13.12%
3 Healthcare 9.87%
4 Energy 5.91%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-15,850
227
– –
-11,654
228
– –
-6,711
229
– –
-29,886
230
– –
-33,591
231
– –
-125,212
232
– –
-1,791
233
– –
-16,548
234
– –
-2,328
235
– –
-10,438
236
– –
-600
237
– –
-22,152
238
– –
-46,405
239
– –
-58,663
240
– –
-17,448
241
– –
-25,643
242
– –
-34,450
243
– –
-25,072
244
– –
-15,747
245
– –
-366
6 7 8 9
10