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
126
$894K 0.21%
6,290
-4,286
127
$876K 0.21%
300,000
128
$871K 0.2%
6,568
+146
129
$856K 0.2%
12,631
-416
130
$837K 0.2%
7,571
-57
131
$829K 0.19%
4,294
-1,000
132
$797K 0.19%
13,712
-8,184
133
$778K 0.18%
+1,362
134
$772K 0.18%
+11,299
135
$761K 0.18%
4,496
+110
136
$757K 0.18%
1,164
-652
137
$745K 0.17%
4,724
+1,522
138
$723K 0.17%
+1,557
139
$703K 0.16%
5,748
+138
140
$692K 0.16%
7,246
+171
141
$666K 0.16%
1,320
-718
142
$665K 0.16%
8,331
143
$662K 0.16%
4,815
+108
144
$658K 0.15%
1,183
145
$650K 0.15%
+3,939
146
$644K 0.15%
1,758
+100
147
$625K 0.15%
8,452
+140
148
$600K 0.14%
5,458
+454
149
$590K 0.14%
2,047
-835
150
$582K 0.14%
5,265
-2,325
4 5
6
7 8