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
$715M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.82M
3
+$5.36M
4
AEM icon
Agnico Eagle Mines
AEM
+$5.19M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$5.02M

Top Sells

1
+$7.9M
2
+$6.09M
3
+$5.35M
4
EA icon
Electronic Arts
EA
+$5.01M
5
MS icon
Morgan Stanley
MS
+$4.6M

Sector Composition

1 Technology 25.89%
2 Financials 8.32%
3 Industrials 7.74%
4 Consumer Discretionary 7.63%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$212K 0.03%
1,713
-707
327
$211K 0.03%
+1,694
328
$211K 0.03%
+2,144
329
$211K 0.03%
+1,011
330
$211K 0.03%
+1,415
331
$210K 0.03%
+622
332
$208K 0.03%
613
-411
333
$205K 0.03%
7,231
334
$201K 0.03%
16,833
335
$113K 0.02%
14,415
+2,050
336
$101K 0.01%
+11,904
337
$94.2K 0.01%
+10,514
338
$86.9K 0.01%
14,395
339
$64.1K 0.01%
23,300
+400
340
$62.4K 0.01%
+19,425
341
$47.1K 0.01%
+10,900
342
$37.1K 0.01%
10,000
343
$3.85K ﹤0.01%
560
344
– –
-2,835
345
– –
-27,345
346
– –
-38,755
347
– –
-29,643
348
– –
-31,377
349
– –
-2,935
350
– –
-981
11 12 13
14
15