HWM

Hohimer Wealth Management Portfolio holdings

AUM $743M
1-Year Est. Return 27.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.8M
3
+$1.33M
4
JPM icon
JPMorgan Chase
JPM
+$967K
5
ZTS icon
Zoetis
ZTS
+$882K

Top Sells

1
+$3.25M
2
+$3.03M
3
+$2.62M
4
WBD icon
Warner Bros
WBD
+$2.56M
5
NEM icon
Newmont
NEM
+$2.35M

Sector Composition

1 Technology 22.58%
2 Financials 12.62%
3 Consumer Discretionary 11.61%
4 Healthcare 10.81%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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