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
$617M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.22M
3
+$4.06M
4
RDVT icon
Red Violet
RDVT
+$3.91M
5
VPG icon
Vishay Precision Group
VPG
+$3.53M

Top Sells

1
+$136M
2
+$4.58M
3
+$2.39M
4
KLIC icon
Kulicke & Soffa
KLIC
+$1.91M
5
LPSN icon
LivePerson
LPSN
+$1.61M

Sector Composition

1 Technology 86.07%
2 Communication Services 5.42%
3 Industrials 5.28%
4 Consumer Discretionary 1.28%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.62M 1.07%
198,000
27
$6.26M 1.02%
160,000
+110,000
28
$5.75M 0.93%
150,000
+25,000
29
$5.53M 0.9%
700,000
+275,000
30
$5.39M 0.87%
118,300
31
$5.39M 0.87%
413,000
+50,000
32
$5.32M 0.86%
200,000
+25,000
33
$4.93M 0.8%
68,000
-5,600
34
$4.86M 0.79%
300,000
+75,000
35
$4.6M 0.75%
350,000
+120,000
36
$4.53M 0.73%
1,415,869
37
$4.33M 0.7%
165,000
+15,000
38
$4.28M 0.69%
25,000
39
$4.24M 0.69%
36,000
40
$4.22M 0.68%
+120,000
41
$3.91M 0.63%
+200,000
42
$3.82M 0.62%
210,000
+30,000
43
$3.81M 0.62%
120,000
44
$3.79M 0.61%
61,000
+7,800
45
$3.68M 0.6%
150,000
46
$3.53M 0.57%
+100,000
47
$3.47M 0.56%
1,000,000
+100,000
48
$3.24M 0.53%
250,000
+150,000
49
$3.15M 0.51%
80,000
50
$3.05M 0.49%
275,000
+65,000
1
2
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