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HOHIMER WEALTH MANAGEMENT, LLC 13F portfolio summary

HOHIMER WEALTH MANAGEMENT, LLC of HOHIMER WEALTH MANAGEMENT, LLC has 364 current stock holdings with a reported portfolio value of $847.1M. The portfolio 1 year return is +18.96%. Top holdings include CWT (0.00%), BSV (0.00%), BTSG (0.00%), BLV (0.00%), ICVT (0.00%).

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HOHIMER WEALTH MANAGEMENT, LLC

HOHIMER WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

HOHIMER WEALTH MANAGEMENT, LLC runs HOHIMER WEALTH MANAGEMENT, LLC and currently holds 364 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $847.11M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HOHIMER WEALTH MANAGEMENT, LLC ranks #770 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HOHIMER WEALTH MANAGEMENT, LLC's portfolio at HOHIMER WEALTH MANAGEMENT, LLC has delivered returns of +18.96%. Their 3-year annualized return is +56.79%. Looking at the 5-year horizon, HOHIMER WEALTH MANAGEMENT, LLC has achieved +59.85% annualized returns at HOHIMER WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.96%
#699/1000
3 Year
+56.79%
#722/1000
5 Year
+59.85%
#705/1000

Portfolio Value

$847.11M

Alpha Score

44.6

#770 of 1000

Holdings

364

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change