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
201
$291K 0.07%
21,883
-291,023
202
$285K 0.07%
2,430
-276
203
$278K 0.07%
889
-205
204
$275K 0.06%
+4,578
205
$275K 0.06%
5,245
-20,085
206
$248K 0.06%
+1,920
207
$248K 0.06%
+848
208
$244K 0.06%
1,188
-165
209
$238K 0.06%
1,827
+200
210
$232K 0.05%
+1,273
211
$226K 0.05%
651
-9
212
$222K 0.05%
+781
213
$220K 0.05%
+4,646
214
$177K 0.04%
22,594
+4,435
215
$109K 0.03%
13,151
216
$104K 0.02%
20,478
-7,738
217
$86.2K 0.02%
14,395
218
$75.9K 0.02%
22,000
-530
219
$51.2K 0.01%
53,294
220
$46.8K 0.01%
10,000
221
$30.5K 0.01%
1,000
222
$10.4K ﹤0.01%
91
+3
223
– –
-29,886
224
– –
-33,591
225
– –
-125,212
6 7 8
9
10