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
$239M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.37M
3
+$988K
4
NMBL
Nimble Storage, Inc.
NMBL
+$918K
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$484K

Top Sells

1
+$1.75M
2
+$540K
3
+$350K

Sector Composition

1 Technology 72.06%
2 Industrials 5.77%
3 Communication Services 2.13%
4 Consumer Staples 0.87%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.38%
1,082,000
27
$3.24M 1.36%
294,200
28
$3.21M 1.34%
350,182
+100,000
29
$3.17M 1.32%
50,000
30
$2.92M 1.22%
471,000
31
$2.89M 1.21%
87,250
32
$2.83M 1.18%
100,000
33
$2.77M 1.16%
94,000
34
$2.59M 1.08%
90,000
35
$2.55M 1.07%
168,474
36
$2.38M 1%
90,540
37
$2.21M 0.93%
100,000
38
$2.08M 0.87%
95,291
39
$2.08M 0.87%
141,093
40
$1.99M 0.83%
67,000
41
$1.94M 0.81%
152,623
42
$1.86M 0.78%
215
43
$1.76M 0.74%
115,000
44
$1.7M 0.71%
70,000
45
$1.69M 0.71%
250,000
46
$1.54M 0.64%
106,000
47
$1.51M 0.63%
50,000
48
$1.5M 0.63%
500,000
49
$1.38M 0.58%
65,000
50
$1.35M 0.57%
40,000
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