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
$311M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.77M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$881K
5
ZTS icon
Zoetis
ZTS
+$783K

Top Sells

1
+$3.25M
2
+$2.62M
3
+$2.56M
4
NEM icon
Newmont
NEM
+$2.35M
5
NVDA icon
NVIDIA
NVDA
+$2.33M

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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4 5 6 7
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