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
176
$377K 0.09%
3,444
-827
177
$375K 0.09%
+2,844
178
$371K 0.09%
+25,444
179
$370K 0.09%
+3,479
180
$359K 0.08%
+10,196
181
$352K 0.08%
+10,464
182
$352K 0.08%
452
183
$349K 0.08%
4,150
184
$347K 0.08%
5,715
-195
185
$344K 0.08%
+5,334
186
$344K 0.08%
+3,616
187
$339K 0.08%
+12,732
188
$334K 0.08%
14,400
189
$330K 0.08%
1,341
+490
190
$326K 0.08%
+1,956
191
$325K 0.08%
+2,807
192
$324K 0.08%
846
-12,768
193
$322K 0.08%
14,923
+906
194
$322K 0.08%
+2,889
195
$318K 0.07%
36,000
196
$318K 0.07%
+9,748
197
$317K 0.07%
17,133
198
$314K 0.07%
+13,943
199
$309K 0.07%
+5,323
200
$300K 0.07%
+18,480
6 7
8
9 10