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
$427M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.37M
3
+$4.17M
4
BABA icon
Alibaba
BABA
+$3.88M
5
NEM icon
Newmont
NEM
+$3.71M

Top Sells

1
+$6.6M
2
+$6.24M
3
+$4.9M
4
LRCX icon
Lam Research
LRCX
+$4.07M
5
DELL icon
Dell
DELL
+$3.92M

Sector Composition

1 Technology 23.49%
2 Financials 13.12%
3 Healthcare 9.87%
4 Energy 5.91%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 0.98%
+48,386
27
$4.13M 0.97%
60,042
-519
28
$4.05M 0.95%
14,886
29
$3.93M 0.92%
26,051
-1,678
30
$3.91M 0.92%
34,295
-34,324
31
$3.88M 0.91%
+53,557
32
$3.85M 0.9%
7,785
+309
33
$3.82M 0.89%
18,515
-15,468
34
$3.76M 0.88%
51,378
-400
35
$3.73M 0.87%
38,470
+10,660
36
$3.71M 0.87%
131,011
-13
37
$3.68M 0.86%
+51,290
38
$3.65M 0.85%
24,503
-349
39
$3.64M 0.85%
73,009
-1,563
40
$3.63M 0.85%
95,521
-1,416
41
$3.58M 0.84%
21,166
+2,756
42
$3.51M 0.82%
48,482
+56
43
$3.41M 0.8%
21,343
-22,068
44
$3.4M 0.8%
262,270
+91,738
45
$3.38M 0.79%
32,172
-19,625
46
$3.38M 0.79%
29,772
-2,836
47
$3.31M 0.78%
+26,335
48
$3.24M 0.76%
3,882
+69
49
$3.07M 0.72%
12,276
+11,378
50
$3.05M 0.72%
31,290
+3,172
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