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
$464M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.51M
3
+$2.09M
4
PD icon
PagerDuty
PD
+$2.08M
5
TLND
Talend S.A. American Depositary Shares
TLND
+$1.89M

Top Sells

1
+$5.2M
2
+$3.36M
3
+$2.81M
4
IAC icon
IAC Inc
IAC
+$1.01M
5
IPHI
INPHI CORPORATION
IPHI
+$943K

Sector Composition

1 Technology 85.14%
2 Industrials 4.51%
3 Communication Services 4.21%
4 Consumer Discretionary 1.25%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.13M 1.1%
628,636
27
$4.83M 1.04%
46,700
28
$4.82M 1.04%
471,000
29
$4.71M 1.02%
382,000
+82,000
30
$4.34M 0.94%
45,500
31
$4.33M 0.93%
388,293
32
$4.21M 0.91%
76,000
33
$4.21M 0.91%
1,088,000
34
$4.19M 0.9%
200,000
35
$4.09M 0.88%
26,000
36
$3.92M 0.84%
111,000
37
$3.58M 0.77%
351,739
38
$3.46M 0.75%
42,300
39
$3.44M 0.74%
100,000
40
$3.43M 0.74%
46,900
41
$3.43M 0.74%
153,295
+83,500
42
$3.39M 0.73%
706,425
43
$3.23M 0.69%
+8,849
44
$3.19M 0.69%
52,060
45
$2.94M 0.63%
225,400
46
$2.61M 0.56%
375,000
47
$2.57M 0.55%
150,000
48
$2.51M 0.54%
+36,485
49
$2.48M 0.53%
372,700
50
$2.37M 0.51%
1,000,000
1
2
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