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
51
$3.01M 0.71%
16,694
+6,509
52
$2.95M 0.69%
5,608
-237
53
$2.9M 0.68%
6,373
-1,551
54
$2.89M 0.68%
+28,224
55
$2.86M 0.67%
+17,435
56
$2.81M 0.66%
57,763
-371
57
$2.8M 0.66%
21,738
+434
58
$2.77M 0.65%
15,164
-383
59
$2.71M 0.64%
91,006
+15,731
60
$2.7M 0.63%
83,647
+13,981
61
$2.65M 0.62%
5,539
-1,973
62
$2.6M 0.61%
+39,766
63
$2.59M 0.61%
9,188
-13
64
$2.54M 0.59%
59,194
-443
65
$2.54M 0.59%
16,039
+432
66
$2.51M 0.59%
14,541
-124
67
$2.48M 0.58%
998,348
-6,539
68
$2.39M 0.56%
57,246
+9,964
69
$2.39M 0.56%
12,275
-6
70
$2.32M 0.54%
10,641
-73
71
$2.31M 0.54%
46,910
+24,194
72
$2.15M 0.5%
29,753
+5,566
73
$2.13M 0.5%
24,724
-284
74
$2.07M 0.49%
25,504
-272
75
$1.93M 0.45%
37,868
+403
1 2
3
4 5