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
$311M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.77M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$881K
5
ZTS icon
Zoetis
ZTS
+$783K

Top Sells

1
+$3.25M
2
+$2.62M
3
+$2.56M
4
NEM icon
Newmont
NEM
+$2.35M
5
NVDA icon
NVIDIA
NVDA
+$2.33M

Sector Composition

1 Technology 22.58%
2 Financials 12.62%
3 Consumer Discretionary 11.61%
4 Healthcare 10.81%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$822K 0.26%
16,559
+3,324
102
$817K 0.26%
12,259
-75
103
$812K 0.26%
10,432
-12
104
$807K 0.26%
38,322
-91
105
$795K 0.26%
33,333
106
$783K 0.25%
+5,278
107
$781K 0.25%
94,482
-507
108
$774K 0.25%
30,077
-50
109
$757K 0.24%
8,674
110
$756K 0.24%
17,201
-2
111
$756K 0.24%
6,531
-8
112
$756K 0.24%
2,252
-5
113
$749K 0.24%
18,533
-284
114
$748K 0.24%
13,632
-368
115
$723K 0.23%
98,603
-7,198
116
$709K 0.23%
20,987
-23
117
$707K 0.23%
29,594
-4,715
118
$699K 0.22%
8,705
-73
119
$685K 0.22%
8,325
-18
120
$680K 0.22%
1,800
121
$678K 0.22%
3,969
122
$656K 0.21%
2,383
-3
123
$651K 0.21%
+42,711
124
$645K 0.21%
15,353
+95
125
$644K 0.21%
3,181
-5
3 4
5
6 7