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
$431M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$4.88M
3
+$4.6M
4
BCS icon
Barclays
BCS
+$4.58M
5
AMGN icon
Amgen
AMGN
+$4.52M

Top Sells

1
+$6.93M
2
+$6.03M
3
+$5.67M
4
ARES icon
Ares Management
ARES
+$5.35M
5
VLO icon
Valero Energy
VLO
+$4.56M

Sector Composition

1 Technology 24.59%
2 Financials 11.58%
3 Healthcare 10.74%
4 Consumer Discretionary 7.36%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-10,117
252
– –
-8,314
253
– –
-59,194
254
– –
-8,929
255
– –
-4,815
256
– –
-1,164
257
– –
-8,863
258
– –
-47,328
259
– –
-1,827
260
– –
-26,501
261
– –
-4,496
262
– –
-131,011
263
– –
-5,069
7 8 9 10
11