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
101
$1.12M 0.28%
3,128
-15
102
$1.1M 0.28%
39,892
+4,593
103
$1.1M 0.28%
10,756
104
$1.1M 0.28%
25,072
+3,268
105
$1.09M 0.28%
25,330
+495
106
$1.09M 0.28%
11,618
+106
107
$1.08M 0.27%
14,939
+226
108
$1.08M 0.27%
46,405
+1,109
109
$1.06M 0.27%
4,416
-250
110
$1.06M 0.27%
34,450
+3,716
111
$1.03M 0.26%
+300,000
112
$1.03M 0.26%
51,354
+1,203
113
$1.02M 0.26%
6,711
+78
114
$1M 0.25%
2,281
-176
115
$987K 0.25%
5,268
+73
116
$984K 0.25%
26,089
-688
117
$979K 0.25%
12,721
-807
118
$959K 0.24%
1,267
+15
119
$949K 0.24%
2,013
+19
120
$946K 0.24%
366
+5
121
$919K 0.23%
24,844
+1,790
122
$916K 0.23%
51,937
-1,114
123
$892K 0.23%
12,020
+131
124
$879K 0.22%
13,047
125
$879K 0.22%
6,422
+66
3 4
5
6 7