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
51
$2.61M 0.84%
88,849
+1,188
52
$2.54M 0.82%
28,770
+443
53
$2.54M 0.82%
31,021
+439
54
$2.46M 0.79%
17,131
+223
55
$2.46M 0.79%
33,564
+486
56
$2.44M 0.78%
64,118
+1,087
57
$2.4M 0.77%
16,166
+228
58
$2.4M 0.77%
33,927
+472
59
$2.39M 0.77%
59,755
+9,242
60
$2.32M 0.75%
4,224
+56
61
$2.31M 0.74%
13,117
+214
62
$2.26M 0.73%
8,535
+51
63
$2.24M 0.72%
6,238
+279
64
$2.23M 0.72%
44,486
-316
65
$2.21M 0.71%
48,012
-3,361
66
$2.09M 0.67%
9,071
67
$1.81M 0.58%
25,148
68
$1.8M 0.58%
8,401
-328
69
$1.77M 0.57%
9,846
-439
70
$1.77M 0.57%
+113,953
71
$1.61M 0.52%
39,979
72
$1.56M 0.5%
17,243
-105
73
$1.52M 0.49%
51,667
+2,281
74
$1.47M 0.47%
16,781
-35
75
$1.4M 0.45%
8,644
+1
1 2
3
4 5