HIMS

Hager Investment Management Services Portfolio holdings

AUM $185M
1-Year Est. Return 41.92%
This Quarter Est. Return
1 Year Est. Return
+41.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M
2 +$1.78M
3 +$935K
4
IDXX icon
Idexx Laboratories
IDXX
+$601K
5
TOL icon
Toll Brothers
TOL
+$521K

Top Sells

1 +$1.89M
2 +$1.2M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$854K
5
EME icon
Emcor
EME
+$713K

Sector Composition

1 Technology 35.41%
2 Financials 12.66%
3 Healthcare 9.57%
4 Communication Services 9.27%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SAP icon
301
SAP
SAP
$288B
-50
TTD icon
302
Trade Desk
TTD
$19.4B
-65