HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
This Quarter Return
+2.96%
1 Year Return
+23.08%
3 Year Return
+81.8%
5 Year Return
+135.14%
10 Year Return
–
AUM
$531M
AUM Growth
+$531M
(+14%)
Cap. Flow
+$64M
Cap. Flow
% of AUM
12.04%
Top 10 Holdings %
Top 10 Hldgs %
27.24%
Holding
264
New
37
Increased
141
Reduced
34
Closed
23
Top Buys
Top Sells
| 1 |
Conagra Brands
CAG
|
$4.36M |
| 2 |
Schlumberger
SLB
|
$4.07M |
| 3 |
Gilead Sciences
GILD
|
$3.8M |
| 4 |
Warner Bros
WBD
|
$3.61M |
| 5 |
Capri Holdings
CPRI
|
$3.41M |
Sector Composition
| 1 | Technology | 23.12% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 7.64% |
| 4 | Consumer Discretionary | 7.39% |
| 5 | Industrials | 5.82% |
