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
$377M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.17M
3
+$2M
4
PARA
Paramount Global Class B
PARA
+$1.78M
5
GILD icon
Gilead Sciences
GILD
+$1.6M

Top Sells

1
+$3.49M
2
+$1.81M
3
+$1.74M
4
DOW icon
Dow Inc
DOW
+$1.52M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M

Sector Composition

1 Technology 24.17%
2 Healthcare 12.6%
3 Financials 12.42%
4 Consumer Discretionary 8.59%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.62%
37,336
-15,372
52
$2.31M 0.61%
10,546
+66
53
$2.3M 0.61%
177,326
+553
54
$2.29M 0.61%
46,026
+547
55
$2.29M 0.61%
27,405
+19
56
$2.27M 0.6%
30,596
+699
57
$2.23M 0.59%
5,178
+47
58
$2.22M 0.59%
15,330
-323
59
$2.22M 0.59%
9,470
60
$2.21M 0.59%
25,105
+3,602
61
$2.19M 0.58%
23,176
+261
62
$2.19M 0.58%
25,928
-4,638
63
$2.18M 0.58%
27,113
+151
64
$2.17M 0.58%
19,840
-31
65
$2.17M 0.57%
11,460
+55
66
$2.13M 0.56%
9,204
-21
67
$2.07M 0.55%
54,957
-8,585
68
$2.02M 0.54%
7,722
-6
69
$1.84M 0.49%
13,296
+173
70
$1.81M 0.48%
7,375
+26
71
$1.76M 0.47%
5,780
-220
72
$1.72M 0.45%
41,836
+1,350
73
$1.7M 0.45%
2,358
-26
74
$1.69M 0.45%
11,547
+76
75
$1.68M 0.45%
4,339
-124
1 2
3
4 5