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
$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
51
$2.65M 0.67%
15,547
-676
52
$2.48M 0.63%
17,448
-8,662
53
$2.45M 0.62%
15,607
-1,166
54
$2.44M 0.62%
10,714
+133
55
$2.41M 0.61%
22,152
-4,800
56
$2.4M 0.61%
+75,275
57
$2.37M 0.6%
28,118
-1,570
58
$2.3M 0.58%
14,665
-332
59
$2.29M 0.58%
+12,281
60
$2.27M 0.57%
125,212
-26
61
$2.23M 0.57%
8,986
+192
62
$2.21M 0.56%
59,637
+66
63
$2.17M 0.55%
69,666
+62,000
64
$2.08M 0.53%
+170,532
65
$1.97M 0.5%
25,008
66
$1.94M 0.49%
47,282
-5,101
67
$1.89M 0.48%
36,915
-8,146
68
$1.89M 0.48%
43,004
+62
69
$1.88M 0.48%
25,776
-8,192
70
$1.84M 0.47%
37,465
+3,707
71
$1.8M 0.46%
24,187
+6,570
72
$1.8M 0.46%
29,886
-7,074
73
$1.79M 0.45%
16,548
+291
74
$1.79M 0.45%
32,658
+790
75
$1.76M 0.45%
46,540
-111
1 2
3
4 5