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HWM

Hohimer Wealth Management Portfolio holdings

AUM $818M
1-Year Est. Return 30.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.82M
3
+$5.36M
4
AEM icon
Agnico Eagle Mines
AEM
+$5.19M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$5.02M

Top Sells

1
+$7.9M
2
+$6.09M
3
+$5.35M
4
EA icon
Electronic Arts
EA
+$5.01M
5
MS icon
Morgan Stanley
MS
+$4.6M

Sector Composition

1 Technology 25.89%
2 Financials 8.32%
3 Industrials 7.74%
4 Consumer Discretionary 7.63%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.51M 0.49%
41,333
-14,142
77
$3.39M 0.47%
62,587
-498
78
$3.36M 0.47%
9,528
+7,648
79
$3.36M 0.47%
34,300
+25,307
80
$3.34M 0.47%
+29,138
81
$3.3M 0.46%
32,146
-2,651
82
$3.24M 0.45%
35,660
-23,153
83
$3.17M 0.44%
13,355
+12,151
84
$3.15M 0.44%
+280,317
85
$3.14M 0.44%
6,245
-817
86
$3.13M 0.44%
+254,793
87
$3.1M 0.43%
12,582
+11,784
88
$3.1M 0.43%
14,503
-12,328
89
$3.04M 0.43%
+82,947
90
$2.92M 0.41%
+22,627
91
$2.87M 0.4%
12,144
+10,453
92
$2.81M 0.39%
13,045
-1,252
93
$2.8M 0.39%
33,066
+27,164
94
$2.78M 0.39%
+28,110
95
$2.65M 0.37%
+185,500
96
$2.65M 0.37%
+138,815
97
$2.47M 0.35%
+7,976
98
$2.39M 0.33%
48,421
+3,572
99
$2.38M 0.33%
+31,745
100
$2.28M 0.32%
+9,079
2 3
4
5 6