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
$392M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.4M
3
+$1.85M
4
ZS icon
Zscaler
ZS
+$1.67M
5
TTEC icon
TTEC Holdings
TTEC
+$1.58M

Top Sells

1
+$2.08M
2
+$1.98M
3
+$1.3M
4
EGAN icon
eGain
EGAN
+$1M
5
TSM icon
TSMC
TSM
+$551K

Sector Composition

1 Technology 83.47%
2 Communication Services 4.44%
3 Industrials 3.79%
4 Consumer Discretionary 1%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 1.17%
640,000
27
$4.45M 1.13%
388,293
+54,916
28
$4.08M 1.04%
471,000
29
$3.9M 0.99%
500,000
30
$3.89M 0.99%
111,000
31
$3.85M 0.98%
351,739
+110,000
32
$3.76M 0.96%
76,000
33
$3.67M 0.93%
54,800
+7,800
34
$3.66M 0.93%
155,000
+50,000
35
$3.65M 0.93%
431,000
36
$3.63M 0.92%
45,500
37
$3.42M 0.87%
200,000
38
$3.13M 0.8%
90,000
39
$2.91M 0.74%
52,060
40
$2.58M 0.66%
150,000
+57,424
41
$2.51M 0.64%
706,425
42
$2.48M 0.63%
300,000
43
$2.46M 0.63%
375,000
44
$2.35M 0.6%
330,000
45
$2.35M 0.6%
315,000
46
$2.25M 0.57%
450,000
47
$2.15M 0.55%
23,300
48
$2.09M 0.53%
87,000
49
$1.94M 0.49%
42,300
-28,300
50
$1.9M 0.48%
69,795
1
2
3 4