HWM

Hohimer Wealth Management Portfolio holdings

AUM $564M
1-Year Est. Return 23.08%
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.77M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$881K
5
ZTS icon
Zoetis
ZTS
+$783K

Top Sells

1
+$3.25M
2
+$2.62M
3
+$2.56M
4
NEM icon
Newmont
NEM
+$2.35M
5
NVDA icon
NVIDIA
NVDA
+$2.33M

Sector Composition

1 Technology 22.58%
2 Financials 12.62%
3 Consumer Discretionary 11.61%
4 Healthcare 10.81%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 1.11%
114,058
+1,335
27
$3.43M 1.1%
130,008
+1,488
28
$3.38M 1.09%
8,753
+97
29
$3.33M 1.07%
77,556
+914
30
$3.31M 1.06%
96,468
+946
31
$3.3M 1.06%
14,361
+158
32
$3.22M 1.03%
6,823
33
$3.18M 1.02%
46,157
-5,702
34
$3.17M 1.02%
72,450
+1,014
35
$3.05M 0.98%
60,809
-506
36
$3.02M 0.97%
185,265
+41,679
37
$3.02M 0.97%
+64,806
38
$2.92M 0.94%
21,794
+327
39
$2.89M 0.93%
51,135
+598
40
$2.86M 0.92%
212,586
+1,535
41
$2.82M 0.91%
45,518
+460
42
$2.81M 0.9%
45,315
+599
43
$2.77M 0.89%
10,058
+126
44
$2.76M 0.89%
38,960
+494
45
$2.74M 0.88%
28,752
+94
46
$2.68M 0.86%
16,383
+277
47
$2.67M 0.86%
32,179
+359
48
$2.67M 0.86%
16,025
+183
49
$2.63M 0.84%
23,246
+81
50
$2.61M 0.84%
76,460
+20,682
1
2
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