HWM

Hohimer Wealth Management Portfolio holdings

AUM $715M
1-Year Est. Return 25.2%
This Quarter Est. Return
1 Year Est. Return
+25.2%
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
+$4.69M
2
+$4.37M
3
+$4.17M
4
BABA icon
Alibaba
BABA
+$3.88M
5
NEM icon
Newmont
NEM
+$3.71M

Top Sells

1
+$6.6M
2
+$6.24M
3
+$4.9M
4
LRCX icon
Lam Research
LRCX
+$4.07M
5
DELL icon
Dell
DELL
+$3.92M

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
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