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
76
$1.58M 0.4%
26,800
+172
77
$1.56M 0.4%
10,576
-26
78
$1.55M 0.39%
10,185
-2,308
79
$1.52M 0.39%
7,140
+455
80
$1.48M 0.37%
36,647
-22,321
81
$1.47M 0.37%
8,976
+972
82
$1.38M 0.35%
5,294
+3
83
$1.38M 0.35%
27,810
+200
84
$1.37M 0.35%
58,663
+6,875
85
$1.3M 0.33%
45,050
-60,250
86
$1.29M 0.33%
8,806
-819
87
$1.26M 0.32%
24,562
-20,225
88
$1.26M 0.32%
21,896
-1,060
89
$1.24M 0.31%
12,258
90
$1.22M 0.31%
7,587
+61
91
$1.22M 0.31%
2,038
+15
92
$1.19M 0.3%
20,535
+311
93
$1.19M 0.3%
2,932
+24
94
$1.19M 0.3%
2,328
-3
95
$1.18M 0.3%
15,046
96
$1.17M 0.3%
6,850
+121
97
$1.15M 0.29%
15,478
+831
98
$1.14M 0.29%
1,816
+17
99
$1.12M 0.28%
22,716
+1,063
100
$1.12M 0.28%
4,963
+562
2 3
4
5 6