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
151
$565K 0.13%
2,650
152
$559K 0.13%
4,513
+1,896
153
$557K 0.13%
24,823
-8,527
154
$546K 0.13%
+7,941
155
$544K 0.13%
+28,115
156
$497K 0.12%
4,748
-2,900
157
$481K 0.11%
+318
158
$473K 0.11%
+2,703
159
$468K 0.11%
1,360
+6
160
$467K 0.11%
9,837
-5,298
161
$460K 0.11%
+2,547
162
$455K 0.11%
20,596
-30,758
163
$454K 0.11%
8,901
+61
164
$446K 0.1%
12,979
-12,782
165
$444K 0.1%
11,987
-589
166
$435K 0.1%
4,756
+544
167
$427K 0.1%
5,881
-431
168
$410K 0.1%
+225,000
169
$409K 0.1%
+14,453
170
$406K 0.1%
10,117
-116
171
$400K 0.09%
1,900
172
$395K 0.09%
5,902
+413
173
$384K 0.09%
+6,452
174
$380K 0.09%
7,688
-886
175
$378K 0.09%
21,459
-73
5 6
7
8 9