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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
101
$2.27M 0.32%
+72,111
102
$2.23M 0.31%
33,411
+18,790
103
$2.23M 0.31%
+13,982
104
$2.22M 0.31%
+11,189
105
$2.2M 0.31%
8,639
+120
106
$2.17M 0.3%
101,800
-16,083
107
$2.13M 0.3%
12,759
+2,102
108
$2.08M 0.29%
25,041
+3
109
$2.06M 0.29%
65,281
-8,333
110
$2.03M 0.28%
27,273
+3,405
111
$1.96M 0.27%
5,906
+325
112
$1.92M 0.27%
12,258
113
$1.92M 0.27%
4,546
114
$1.81M 0.25%
+89,570
115
$1.75M 0.24%
3,665
+11
116
$1.74M 0.24%
8,427
+1,325
117
$1.72M 0.24%
+1,802,600
118
$1.61M 0.23%
21,038
+1,387
119
$1.6M 0.22%
24,170
-2,896
120
$1.57M 0.22%
28,382
+20,038
121
$1.5M 0.21%
15,016
122
$1.43M 0.2%
1,877
+358
123
$1.42M 0.2%
8,794
-1,116
124
$1.39M 0.19%
13,032
-6,442
125
$1.37M 0.19%
6,732
-1,602
3 4
5
6 7