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
51
$3.61M 0.78%
437,122
-24,247
52
$3.61M 0.78%
44,180
+640
53
$3.59M 0.77%
6,791
-11
54
$3.54M 0.76%
68,476
-962
55
$3.53M 0.76%
21,775
+316
56
$3.45M 0.74%
49,538
+260
57
$3.45M 0.74%
23,310
+127
58
$3.41M 0.73%
80,288
-460
59
$3.37M 0.72%
19,818
+42
60
$3.34M 0.72%
300,883
-13,859
61
$3.31M 0.71%
6,358
-3
62
$3.17M 0.68%
42,196
+35,154
63
$3.13M 0.67%
69,792
+100
64
$3.03M 0.65%
15,017
+46
65
$3.03M 0.65%
27,695
+77
66
$3.01M 0.65%
25,377
+68
67
$2.94M 0.63%
24,786
-163
68
$2.9M 0.62%
10,253
-72
69
$2.85M 0.61%
29,758
+78
70
$2.82M 0.61%
9,266
+95
71
$2.79M 0.6%
84,062
+625
72
$2.78M 0.6%
6,039
+103
73
$2.77M 0.59%
43,973
-317
74
$2.74M 0.59%
13,825
-170
75
$2.66M 0.57%
55,660
+369
1 2
3
4 5