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
151
$375K 0.08%
14,400
152
$371K 0.08%
1,505
+164
153
$369K 0.08%
416
-14
154
$367K 0.08%
+5,885
155
$366K 0.08%
4,150
156
$365K 0.08%
900
+128
157
$352K 0.08%
1,705
158
$346K 0.07%
36,000
159
$339K 0.07%
+6,994
160
$337K 0.07%
5,405
-115
161
$329K 0.07%
+16,543
162
$327K 0.07%
6,712
-866
163
$320K 0.07%
+21,928
164
$316K 0.07%
2,786
165
$315K 0.07%
+11,243
166
$312K 0.07%
+5,390
167
$308K 0.07%
+8,203
168
$299K 0.06%
+2,251
169
$299K 0.06%
+4,040
170
$295K 0.06%
889
171
$294K 0.06%
2,430
172
$289K 0.06%
5,123
173
$289K 0.06%
1,188
174
$288K 0.06%
466
175
$286K 0.06%
+85,000
5 6
7
8 9