HIM
Herald Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
+11.22%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$277M
AUM Growth
+$277M
(+7.1%)
Cap. Flow
-$2.91M
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
43.47%
Holding
92
New
6
Increased
7
Reduced
3
Closed
7
Top Buys
| 1 |
IMPV
Imperva, Inc.
IMPV
|
$2.17M |
| 2 |
NMBL
Nimble Storage, Inc.
NMBL
|
$2.14M |
| 3 |
CUDA
Barracuda Networks, Inc.
CUDA
|
$1.98M |
| 4 |
8x8 Inc
EGHT
|
$1.94M |
| 5 |
Peraso
PRSO
|
$1.62M |
Top Sells
| 1 |
BIRT
ACTUATE CORPORATION
BIRT
|
$10.5M |
| 2 |
CODE
SPANSION INC, CLASS A COMMON STOCK
CODE
|
$5.86M |
| 3 |
ADVS
ADVENT SOFTWARE INC
ADVS
|
$1.76M |
| 4 |
EMC
EMC CORPORATION
EMC
|
$467K |
| 5 |
Jabil
JBL
|
$437K |
Sector Composition
| 1 | Technology | 64.85% |
| 2 | Industrials | 2.62% |
| 3 | Communication Services | 1.87% |
| 4 | Healthcare | 0.87% |
| 5 | Consumer Staples | 0.83% |
