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
$335M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.95M
3
+$1.91M
4
HLIT icon
Harmonic Inc
HLIT
+$1.9M
5
BLDP
Ballard Power Systems
BLDP
+$1.12M

Top Sells

1
+$6.32M
2
+$4.79M
3
+$3.23M
4
HIMX
Himax Technologies
HIMX
+$1.99M
5
BITA
Bitauto Holdings Limited
BITA
+$1.11M

Sector Composition

1 Technology 79.6%
2 Industrials 3.39%
3 Communication Services 3.33%
4 Consumer Discretionary 1.19%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.01%
247,714
+67,714
27
$3.37M 1.01%
578,636
28
$3.27M 0.98%
471,000
29
$3.2M 0.96%
100,000
30
$3.17M 0.95%
431,000
31
$3.15M 0.94%
+1,860,000
32
$3.1M 0.93%
300,000
33
$3.07M 0.92%
90,000
34
$2.96M 0.88%
70,540
35
$2.95M 0.88%
+161,000
36
$2.89M 0.86%
40,000
37
$2.88M 0.86%
112,560
+35,000
38
$2.79M 0.83%
30,600
39
$2.57M 0.77%
200,000
40
$2.44M 0.73%
47,000
41
$2.34M 0.7%
87,000
42
$2.16M 0.65%
50,000
43
$2.09M 0.62%
41,000
44
$2.02M 0.6%
180,000
45
$1.97M 0.59%
38,000
46
$1.91M 0.57%
+375,000
47
$1.9M 0.57%
+500,000
48
$1.85M 0.55%
116,000
49
$1.84M 0.55%
450,000
50
$1.73M 0.52%
230,000
+130,000
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