HIM

Herald Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 37.03%
This Quarter Est. Return
1 Year Est. Return
+37.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$457K

Top Sells

1
+$2.52M
2
+$603K
3
+$573K
4
LKM
Link Motion Inc.
LKM
+$500K

Sector Composition

1 Technology 52.19%
2 Communication Services 4.3%
3 Industrials 1.69%
4 Healthcare 1.01%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.3%
130,000
27
$3.12M 1.25%
475,000
28
$2.88M 1.15%
140,000
29
$2.69M 1.07%
1,082,000
30
$2.53M 1.01%
168,474
31
$2.52M 1.01%
152,623
32
$2.49M 0.99%
1,360,000
33
$2.44M 0.98%
240,000
34
$2.44M 0.97%
330,000
35
$2.42M 0.97%
67,000
36
$2.29M 0.91%
50,000
37
$2.16M 0.86%
107,660
38
$2.15M 0.86%
300,000
39
$2.02M 0.81%
95,291
40
$2.02M 0.81%
200,000
41
$1.95M 0.78%
70,000
42
$1.82M 0.72%
65,043
43
$1.8M 0.72%
300,000
44
$1.68M 0.67%
121,200
45
$1.6M 0.64%
24,750
46
$1.55M 0.62%
40,000
47
$1.54M 0.62%
200,000
48
$1.5M 0.6%
20,200
49
$1.34M 0.54%
100,000
50
$1.28M 0.51%
+23,214
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