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
$465M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.64M
3
+$1.47M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$1.41M
2
+$1.23M
3
+$1.15M
4
OMF icon
OneMain Financial
OMF
+$1.13M
5
TEAM icon
Atlassian
TEAM
+$1.08M

Sector Composition

1 Technology 21.91%
2 Financials 11.93%
3 Healthcare 11.2%
4 Consumer Discretionary 8%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 1.04%
10,301
+14
27
$4.8M 1.03%
57,434
-27
28
$4.73M 1.02%
8,094
+925
29
$4.51M 0.97%
42,545
+321
30
$4.51M 0.97%
12,574
-9
31
$4.47M 0.96%
31,169
-35
32
$4.46M 0.96%
26,250
+4
33
$4.39M 0.94%
116,517
-1,075
34
$4.36M 0.94%
134,073
+642
35
$4.34M 0.93%
35,828
+22
36
$4.33M 0.93%
28,927
+56
37
$4.31M 0.93%
25,307
+431
38
$4.25M 0.91%
67,948
+67
39
$4.15M 0.89%
21,648
+32
40
$4.11M 0.88%
145,357
+1,445
41
$4.08M 0.88%
51,882
-1,697
42
$4.07M 0.88%
97,136
-6,332
43
$3.96M 0.85%
6,866
+954
44
$3.81M 0.82%
58,442
+64
45
$3.8M 0.82%
45,358
+47
46
$3.73M 0.8%
20,752
+18
47
$3.67M 0.79%
13,275
+158
48
$3.64M 0.78%
55,128
+28
49
$3.63M 0.78%
29,385
-10
50
$3.62M 0.78%
18,771
+10
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