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
76
$2.61M 0.56%
51,891
+1,599
77
$2.51M 0.54%
33,390
+394
78
$2.45M 0.53%
159,133
79
$2.28M 0.49%
8,709
-300
80
$2.12M 0.46%
24,724
81
$1.86M 0.4%
4,763
+125
82
$1.75M 0.38%
7,364
+118
83
$1.63M 0.35%
9,434
+171
84
$1.57M 0.34%
5,792
+149
85
$1.56M 0.34%
15,853
+292
86
$1.55M 0.33%
4,070
+61
87
$1.47M 0.32%
18,746
+4,685
88
$1.47M 0.32%
4,528
89
$1.4M 0.3%
5,087
+156
90
$1.38M 0.3%
27,018
91
$1.36M 0.29%
7,982
+12
92
$1.35M 0.29%
12,258
93
$1.31M 0.28%
5,506
+181
94
$1.3M 0.28%
20,981
-2,593
95
$1.26M 0.27%
14,965
+907
96
$1.26M 0.27%
15,016
97
$1.24M 0.27%
4,541
+154
98
$1.21M 0.26%
25,684
+191
99
$1.21M 0.26%
5,737
+258
100
$1.2M 0.26%
3,475
+93
2 3
4
5 6