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
$616M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
NTAP icon
NetApp
NTAP
+$1.54M
5
SIMO icon
Silicon Motion
SIMO
+$1.36M

Top Sells

1
+$9.95M
2
+$4.37M
3
+$2.62M
4
XLNX
Xilinx Inc
XLNX
+$1.55M
5
VERI icon
Veritone
VERI
+$1.42M

Sector Composition

1 Technology 85.73%
2 Communication Services 5.11%
3 Industrials 3.73%
4 Consumer Discretionary 0.98%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.95M 1.13%
95,000
27
$6.79M 1.1%
46,900
28
$6.61M 1.07%
630,000
29
$6.58M 1.07%
1,088,000
30
$6.53M 1.06%
520,000
-19,800
31
$5.92M 0.96%
760,000
+53,575
32
$5.54M 0.9%
134,651
33
$5.49M 0.89%
40,000
34
$5.33M 0.87%
32,000
+6,000
35
$5.29M 0.86%
45,000
36
$5.07M 0.82%
850,000
+51,797
37
$5.07M 0.82%
194,200
+17,200
38
$4.89M 0.79%
416,000
39
$4.64M 0.75%
90,000
40
$4.6M 0.75%
225,400
41
$4.45M 0.72%
100,000
42
$4.34M 0.7%
425,000
43
$4.25M 0.69%
93,000
44
$4.21M 0.68%
86,000
45
$4.19M 0.68%
628,636
46
$4.03M 0.65%
363,000
+50,000
47
$3.95M 0.64%
150,000
+100,000
48
$3.66M 0.59%
160,000
49
$3.53M 0.57%
38,000
50
$3.52M 0.57%
18,900
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2
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