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
1
$29.9M 7.01%
65,277
-13,618
2
$9.42M 2.21%
27,367
-4,256
3
$8.66M 2.03%
85,791
+15,453
4
$7.96M 1.86%
39,728
+1,226
5
$7.43M 1.74%
148,140
+22,781
6
$6.82M 1.6%
51,450
-49,770
7
$6.76M 1.58%
41,489
+401
8
$6.65M 1.56%
25,595
+1,891
9
$6.32M 1.48%
36,872
-648
10
$6.03M 1.41%
90,002
-2,066
11
$5.47M 1.28%
19,616
+280
12
$5.4M 1.26%
12,308
-101
13
$5.35M 1.25%
40,223
-1,125
14
$5.24M 1.23%
28,032
+23,410
15
$5.02M 1.18%
137,079
-300
16
$4.9M 1.15%
9,367
+1,121
17
$4.88M 1.14%
11,874
-98
18
$4.78M 1.12%
6,523
+300
19
$4.74M 1.11%
59,400
-389
20
$4.72M 1.11%
48,630
-41,860
21
$4.69M 1.1%
+103,387
22
$4.56M 1.07%
26,736
-38
23
$4.43M 1.04%
83,496
-408
24
$4.35M 1.02%
56,758
+11,238
25
$4.2M 0.99%
117,303
+103,455
1
2 3 4 5