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
$239M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.37M
3
+$988K
4
NMBL
Nimble Storage, Inc.
NMBL
+$918K
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$484K

Top Sells

1
+$1.75M
2
+$540K
3
+$350K

Sector Composition

1 Technology 72.06%
2 Industrials 5.77%
3 Communication Services 2.13%
4 Consumer Staples 0.87%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.55%
38,000
52
$1.26M 0.53%
32,400
53
$1.23M 0.52%
32,480
54
$1.2M 0.5%
200,000
55
$1.2M 0.5%
14,750
56
$1.16M 0.49%
21,000
57
$1.06M 0.44%
20,200
58
$1.06M 0.44%
349,033
59
$988K 0.41%
+208
60
$892K 0.37%
19,000
61
$838K 0.35%
100,000
62
$836K 0.35%
1,360,000
63
$818K 0.34%
100,000
64
$727K 0.3%
7,500
65
$726K 0.3%
300,000
66
$640K 0.27%
566,666
67
$636K 0.27%
28,000
68
$608K 0.25%
43,000
69
$601K 0.25%
100,000
70
$578K 0.24%
28,000
71
$558K 0.23%
300,000
72
$520K 0.22%
25,000
73
$509K 0.21%
10,200
74
$502K 0.21%
24,000
75
$474K 0.2%
16,667
1 2
3
4