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
101
$1.19M 0.26%
+12,393
102
$1.18M 0.25%
574
+17
103
$1.17M 0.25%
23,000
104
$1.17M 0.25%
32,326
+1,053
105
$1.16M 0.25%
2,244
+64
106
$1.16M 0.25%
5,868
107
$1.12M 0.24%
5,420
+267
108
$1.11M 0.24%
4,651
+149
109
$1.09M 0.24%
1,542
+54
110
$1.09M 0.24%
4,239
+126
111
$1.08M 0.23%
2,320
+70
112
$1.07M 0.23%
20,420
+714
113
$1.06M 0.23%
15,833
+580
114
$999K 0.21%
8,391
+287
115
$984K 0.21%
12,631
116
$974K 0.21%
8,280
-2,185
117
$952K 0.2%
3,753
+95
118
$897K 0.19%
1,539
+45
119
$895K 0.19%
7,162
+247
120
$881K 0.19%
43,943
-4,108
121
$873K 0.19%
7,468
122
$844K 0.18%
15,445
123
$805K 0.17%
6,351
-459
124
$776K 0.17%
40,066
+1,656
125
$734K 0.16%
15,000
3 4
5
6 7