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HWM

Hohimer Wealth Management Portfolio holdings

AUM $818M
1-Year Est. Return 30.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.82M
3
+$5.36M
4
AEM icon
Agnico Eagle Mines
AEM
+$5.19M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$5.02M

Top Sells

1
+$7.9M
2
+$6.09M
3
+$5.35M
4
EA icon
Electronic Arts
EA
+$5.01M
5
MS icon
Morgan Stanley
MS
+$4.6M

Sector Composition

1 Technology 25.89%
2 Financials 8.32%
3 Industrials 7.74%
4 Consumer Discretionary 7.63%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.6M 6.66%
91,937
+3,410
2
$33.2M 4.64%
331,067
-13,225
3
$17.8M 2.49%
70,061
+39,285
4
$17.1M 2.39%
213,732
+5,562
5
$15.6M 2.19%
83,775
-15,282
6
$11.9M 1.67%
54,353
+7,614
7
$11.5M 1.61%
34,879
-9,668
8
$11.1M 1.56%
185,643
+2,068
9
$10.6M 1.49%
43,773
-1,747
10
$9.25M 1.29%
244,725
+133,960
11
$9.24M 1.29%
49,564
+1,065
12
$7.91M 1.11%
11,815
+16
13
$7.07M 0.99%
9,622
-2,145
14
$6.63M 0.93%
21,024
-2,257
15
$6.61M 0.92%
9,922
-183
16
$6.59M 0.92%
58,464
+11,623
17
$6.45M 0.9%
+490,650
18
$6.37M 0.89%
+37,803
19
$6.03M 0.84%
13,553
+3,838
20
$5.97M 0.83%
85,800
-1,041
21
$5.96M 0.83%
+258,291
22
$5.91M 0.83%
65,670
+1,593
23
$5.88M 0.82%
75,282
+19,068
24
$5.86M 0.82%
6,325
-321
25
$5.81M 0.81%
4,986
-1,156
1
2 3 4 5