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
$395M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.25M
3
+$2.7M
4
VICI icon
VICI Properties
VICI
+$2.4M
5
HSY icon
Hershey
HSY
+$2.29M

Top Sells

1
+$6.54M
2
+$1.73M
3
+$1.23M
4
INTS icon
Intensity Therapeutics
INTS
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.04M

Sector Composition

1 Technology 26.22%
2 Financials 12.9%
3 Healthcare 10.9%
4 Consumer Discretionary 6.7%
5 Energy 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 1.03%
60,561
+562
27
$3.94M 1%
7,476
-24
28
$3.92M 0.99%
8,246
-1,371
29
$3.88M 0.98%
27,729
+1,876
30
$3.81M 0.97%
312,906
-3,278
31
$3.77M 0.95%
74,572
+498
32
$3.6M 0.91%
14,886
+128
33
$3.59M 0.91%
7,924
-241
34
$3.57M 0.9%
33,591
+304
35
$3.52M 0.89%
7,512
-26
36
$3.51M 0.89%
45,520
+4,690
37
$3.48M 0.88%
26,774
+264
38
$3.33M 0.84%
48,426
-78
39
$3.26M 0.83%
24,852
+456
40
$3.23M 0.82%
96,937
-1,396
41
$3.17M 0.8%
32,608
+391
42
$3.17M 0.8%
131,024
+1,308
43
$3.1M 0.78%
3,813
+7
44
$2.89M 0.73%
58,134
+131
45
$2.81M 0.71%
1,004,887
+14,099
46
$2.79M 0.71%
5,845
+1,796
47
$2.73M 0.69%
9,201
+17
48
$2.7M 0.68%
+21,304
49
$2.7M 0.68%
11,654
-1,285
50
$2.66M 0.67%
18,410
-822
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