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
76
$1.88M 0.44%
43,388
+384
77
$1.88M 0.44%
32,391
-267
78
$1.71M 0.4%
7,482
+342
79
$1.71M 0.4%
8,929
-47
80
$1.63M 0.38%
+23,761
81
$1.6M 0.38%
36,790
+143
82
$1.58M 0.37%
8,970
-16
83
$1.54M 0.36%
9,474
+668
84
$1.42M 0.33%
46,496
-44
85
$1.37M 0.32%
12,258
86
$1.34M 0.31%
3,178
+50
87
$1.33M 0.31%
4,528
+112
88
$1.33M 0.31%
5,069
+106
89
$1.32M 0.31%
6,875
+25
90
$1.31M 0.31%
47,328
+2,278
91
$1.3M 0.3%
5,689
+421
92
$1.28M 0.3%
23,554
-1,008
93
$1.27M 0.3%
40,663
+771
94
$1.26M 0.29%
7,709
+122
95
$1.23M 0.29%
13,823
+1,102
96
$1.21M 0.28%
2,883
-49
97
$1.2M 0.28%
15,016
-30
98
$1.19M 0.28%
11,297
-321
99
$1.19M 0.28%
16,384
-10,416
100
$1.16M 0.27%
2,721
+440
2 3
4
5 6