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
$319M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$2.27M
3
+$2.2M
4
IRDM icon
Iridium Communications
IRDM
+$2.12M
5
CLS icon
Celestica
CLS
+$1.05M

Top Sells

1
+$6.25M
2
+$3.65M
3
+$3.13M
4
HIMX
Himax Technologies
HIMX
+$2.4M
5
BITA
Bitauto Holdings Limited
BITA
+$1.11M

Sector Composition

1 Technology 79.24%
2 Industrials 3.25%
3 Communication Services 2.63%
4 Consumer Discretionary 1.13%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.48%
14,750
52
$1.45M 0.45%
77,560
53
$1.38M 0.43%
706,425
54
$1.3M 0.41%
150,000
55
$1.28M 0.4%
19,000
56
$1.27M 0.4%
450,000
57
$1.26M 0.4%
16,667
58
$1.24M 0.39%
111,000
59
$1.17M 0.37%
28,000
60
$1.11M 0.35%
35,000
-35,000
61
$1.04M 0.33%
25,000
62
$1.03M 0.32%
25,000
63
$988K 0.31%
15,200
64
$987K 0.31%
70,000
65
$928K 0.29%
+40,000
66
$922K 0.29%
140,000
67
$915K 0.29%
100,000
68
$848K 0.27%
+2,000
69
$803K 0.25%
315,000
70
$772K 0.24%
+450,000
71
$753K 0.24%
19,000
72
$748K 0.23%
100,000
73
$682K 0.21%
15,000
74
$655K 0.21%
3,800
75
$653K 0.2%
10,200
1 2
3
4