HIM

Herald Investment Management Portfolio holdings

AUM $751M
1-Year Est. Return 57.8%
This Quarter Est. Return
1 Year Est. Return
+57.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.2M
3
+$10.6M
4
RDWR icon
Radware
RDWR
+$9.32M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$8.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 53.85%
2 Communication Services 2.78%
3 Healthcare 1.01%
4 Industrials 0.63%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.4%
+1,360,000
27
$2.88M 1.35%
+889,800
28
$2.75M 1.29%
+100,000
29
$2.38M 1.11%
+500,000
30
$2.2M 1.03%
+250,997
31
$2.15M 1.01%
+152,623
32
$1.96M 0.92%
+140,000
33
$1.96M 0.91%
+300,000
34
$1.91M 0.89%
+240,000
35
$1.75M 0.82%
+200,000
36
$1.71M 0.8%
+50,000
37
$1.66M 0.78%
+200,000
38
$1.52M 0.71%
+107,660
39
$1.52M 0.71%
+121,200
40
$1.44M 0.67%
+29,000
41
$1.43M 0.67%
+65,043
42
$1.42M 0.66%
+70,000
43
$1.35M 0.63%
+40,000
44
$1.32M 0.62%
+100,000
45
$1.23M 0.58%
+20,200
46
$1.06M 0.5%
+49,914
47
$921K 0.43%
+38,000
48
$895K 0.42%
+566,666
49
$879K 0.41%
+48,000
50
$860K 0.4%
+20,200
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