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
$465M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.64M
3
+$1.47M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$1.41M
2
+$1.23M
3
+$1.15M
4
OMF icon
OneMain Financial
OMF
+$1.13M
5
TEAM icon
Atlassian
TEAM
+$1.08M

Sector Composition

1 Technology 21.91%
2 Financials 11.93%
3 Healthcare 11.2%
4 Consumer Discretionary 8%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.7K ﹤0.01%
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10
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