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
$312M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.18M
3
+$1.5K

Top Sells

1
+$6.97M
2
+$1.5M
3
+$843K
4
CIEN icon
Ciena
CIEN
+$702K
5
SIMO icon
Silicon Motion
SIMO
+$614K

Sector Composition

1 Technology 80.83%
2 Communication Services 4.41%
3 Industrials 3.1%
4 Consumer Discretionary 0.65%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.06%
471,000
27
$3.15M 1.01%
90,000
28
$3.11M 1%
30,600
29
$3.04M 0.97%
41,000
30
$2.88M 0.92%
578,636
31
$2.78M 0.89%
50,000
32
$2.72M 0.87%
550,000
33
$2.63M 0.84%
300,000
34
$2.59M 0.83%
200,000
35
$2.57M 0.82%
1,860,000
36
$2.54M 0.81%
64,440
-6,100
37
$2.46M 0.79%
47,000
38
$2.35M 0.75%
500,000
39
$2.18M 0.7%
+92,576
40
$2.08M 0.67%
450,000
41
$2.08M 0.66%
706,425
42
$1.93M 0.62%
45,500
43
$1.89M 0.61%
431,000
44
$1.86M 0.6%
375,000
45
$1.85M 0.59%
330,000
46
$1.74M 0.56%
87,456
47
$1.74M 0.56%
50,000
48
$1.62M 0.52%
450,000
49
$1.62M 0.52%
52,060
50
$1.62M 0.52%
19,000
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