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
101
$1.15M 0.27%
10,465
-291
102
$1.13M 0.26%
14,972
+7,614
103
$1.11M 0.26%
26,501
+412
104
$1.11M 0.26%
21,612
-15,303
105
$1.1M 0.26%
15,774
+835
106
$1.1M 0.26%
7,962
+4,842
107
$1.09M 0.26%
+8,863
108
$1.08M 0.25%
23,722
+10,800
109
$1.07M 0.25%
9,240
+1,006
110
$1.07M 0.25%
+11,111
111
$1.07M 0.25%
+16,757
112
$1.06M 0.25%
2,052
+39
113
$1.06M 0.25%
+4,466
114
$1.05M 0.25%
+8,314
115
$1.04M 0.24%
+19,314
116
$1.04M 0.24%
16,273
+795
117
$1.03M 0.24%
2,865
+295
118
$980K 0.23%
53,423
+1,486
119
$974K 0.23%
1,676
+27
120
$964K 0.23%
12,278
+258
121
$933K 0.22%
+4,380
122
$919K 0.22%
947
-320
123
$913K 0.21%
24,756
-88
124
$909K 0.21%
+6,274
125
$904K 0.21%
+2,604
3 4
5
6 7