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
$309M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.47M
3
+$2.09M
4
EPAY
Bottomline Technologies Inc
EPAY
+$1.11M
5
AMBR
Amber Road Inc
AMBR
+$1.04M

Top Sells

1
+$2.97M
2
+$2.13M
3
+$1.34M
4
MRVC
MRV Communications Inc
MRVC
+$1.09M
5
RAMP icon
LiveRamp
RAMP
+$882K

Sector Composition

1 Technology 77.16%
2 Industrials 5.08%
3 Communication Services 2.08%
4 Consumer Discretionary 1.1%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.18%
270,000
27
$3.55M 1.15%
255,000
28
$3.37M 1.09%
471,000
29
$3.36M 1.09%
431,000
30
$3.35M 1.09%
+515,000
31
$3.25M 1.05%
102,000
+35,000
32
$3.13M 1.01%
75,000
33
$3.13M 1.01%
70,000
-30,000
34
$3.06M 0.99%
200,000
35
$2.91M 0.94%
50,000
36
$2.83M 0.92%
100,000
37
$2.71M 0.88%
70,540
38
$2.67M 0.87%
87,000
39
$2.47M 0.8%
+200,000
40
$2.4M 0.78%
200,000
41
$2.29M 0.74%
47,000
42
$2.28M 0.74%
30,600
43
$2.17M 0.7%
50,000
44
$1.97M 0.64%
294,200
45
$1.92M 0.62%
40,000
46
$1.9M 0.61%
83,395
47
$1.71M 0.55%
100,000
-46,000
48
$1.7M 0.55%
706,425
49
$1.68M 0.54%
14,750
50
$1.68M 0.54%
41,000
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