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
$277M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.14M
3
+$1.98M
4
EGHT icon
8x8 Inc
EGHT
+$1.94M
5
PRSO icon
Peraso
PRSO
+$1.62M

Top Sells

1
+$10.5M
2
+$5.86M
3
+$1.76M
4
EMC
EMC CORPORATION
EMC
+$467K
5
JBL icon
Jabil
JBL
+$437K

Sector Composition

1 Technology 64.85%
2 Industrials 2.62%
3 Communication Services 1.87%
4 Healthcare 0.87%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.22%
100,000
27
$3.13M 1.13%
172,000
+52,000
28
$3.04M 1.1%
360,000
+230,000
29
$2.99M 1.08%
94,540
-3,120
30
$2.93M 1.06%
168,474
31
$2.92M 1.05%
294,200
+105,400
32
$2.64M 0.96%
140,000
33
$2.63M 0.95%
80,000
34
$2.55M 0.92%
95,291
35
$2.47M 0.89%
210,000
36
$2.41M 0.87%
152,623
37
$2.39M 0.86%
300,000
38
$2.31M 0.83%
141,093
+31,093
39
$2.27M 0.82%
200,000
40
$2.17M 0.79%
+50,000
41
$2.08M 0.75%
50,000
42
$1.98M 0.71%
+50,000
43
$1.85M 0.67%
67,000
44
$1.85M 0.67%
1,360,000
45
$1.85M 0.67%
70,000
46
$1.82M 0.66%
1,082,000
47
$1.68M 0.61%
500,000
48
$1.63M 0.59%
349,033
49
$1.47M 0.53%
300,000
50
$1.45M 0.52%
20,200
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