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
$235M
AUM Growth
-$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.57M
3
+$987K
4
ANET icon
Arista Networks
ANET
+$271K
5
RAMP icon
LiveRamp
RAMP
+$214K

Top Sells

1
+$1.23M
2
+$836K
3
+$545K
4
VMEM
VIOLIN MEMORY, INC.
VMEM
+$179K

Sector Composition

1 Technology 72.61%
2 Industrials 5.39%
3 Communication Services 1.29%
4 Consumer Discretionary 1.1%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 1.25%
471,000
27
$2.91M 1.24%
94,000
28
$2.74M 1.16%
350,182
29
$2.52M 1.07%
50,000
30
$2.49M 1.06%
168,474
31
$2.48M 1.05%
100,000
32
$2.38M 1.01%
100,000
33
$2.21M 0.94%
87,250
34
$2.15M 0.91%
100,000
35
$2.08M 0.89%
294,200
36
$2.08M 0.88%
141,093
37
$2.04M 0.87%
67,000
38
$1.94M 0.83%
+233,920
39
$1.92M 0.82%
70,540
-20,000
40
$1.82M 0.78%
95,291
41
$1.82M 0.78%
115,000
42
$1.79M 0.76%
90,000
43
$1.74M 0.74%
70,000
44
$1.7M 0.72%
50,000
45
$1.69M 0.72%
152,623
46
$1.57M 0.67%
+100,000
47
$1.46M 0.62%
16,667
48
$1.4M 0.6%
355,500
+250,000
49
$1.4M 0.6%
106,000
50
$1.3M 0.55%
65,000
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