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
$309M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.47M
3
+$2.09M
4
EPAY
Bottomline Technologies Inc
EPAY
+$1.11M
5
AMBR
Amber Road Inc
AMBR
+$1.04M

Top Sells

1
+$2.97M
2
+$2.13M
3
+$1.34M
4
MRVC
MRV Communications Inc
MRVC
+$1.09M
5
RAMP icon
LiveRamp
RAMP
+$882K

Sector Composition

1 Technology 77.16%
2 Industrials 5.08%
3 Communication Services 2.08%
4 Consumer Discretionary 1.1%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.53%
450,000
52
$1.48M 0.48%
111,000
53
$1.45M 0.47%
38,000
54
$1.38M 0.45%
206,473
55
$1.37M 0.45%
116,000
56
$1.36M 0.44%
150,000
57
$1.36M 0.44%
77,560
58
$1.34M 0.44%
19,000
59
$1.27M 0.41%
167
60
$1.04M 0.34%
28,000
61
$1.03M 0.33%
100,000
62
$986K 0.32%
25,000
63
$983K 0.32%
25,000
64
$940K 0.3%
16,667
65
$907K 0.29%
+315,000
66
$870K 0.28%
70,000
67
$829K 0.27%
605,500
68
$814K 0.26%
200,000
69
$778K 0.25%
140,000
70
$740K 0.24%
15,200
71
$713K 0.23%
19,000
72
$671K 0.22%
+210,526
73
$656K 0.21%
3,800
74
$613K 0.2%
261,072
75
$604K 0.2%
500,000
1 2
3
4