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
$319M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$2.27M
3
+$2.2M
4
IRDM icon
Iridium Communications
IRDM
+$2.12M
5
CLS icon
Celestica
CLS
+$1.05M

Top Sells

1
+$6.25M
2
+$3.65M
3
+$3.13M
4
HIMX
Himax Technologies
HIMX
+$2.4M
5
BITA
Bitauto Holdings Limited
BITA
+$1.11M

Sector Composition

1 Technology 79.24%
2 Industrials 3.25%
3 Communication Services 2.63%
4 Consumer Discretionary 1.13%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 1.13%
578,636
+63,636
27
$3.54M 1.11%
102,000
28
$3.5M 1.1%
50,000
29
$3.34M 1.05%
471,000
30
$3.23M 1.01%
200,000
31
$3.14M 0.99%
300,000
+100,000
32
$2.98M 0.94%
70,540
33
$2.96M 0.93%
87,000
34
$2.78M 0.87%
200,000
35
$2.78M 0.87%
431,000
36
$2.62M 0.82%
30,600
37
$2.48M 0.78%
47,000
38
$2.43M 0.76%
100,000
39
$2.34M 0.73%
40,000
40
$2.27M 0.71%
+90,000
41
$2.2M 0.69%
+180,000
42
$2.12M 0.67%
+180,000
43
$1.99M 0.63%
191,000
-230,000
44
$1.99M 0.62%
50,000
45
$1.94M 0.61%
167
46
$1.92M 0.6%
206,473
47
$1.75M 0.55%
38,000
48
$1.73M 0.54%
83,395
49
$1.71M 0.54%
116,000
50
$1.7M 0.53%
41,000
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