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
$335M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.95M
3
+$1.91M
4
HLIT icon
Harmonic Inc
HLIT
+$1.9M
5
BLDP
Ballard Power Systems
BLDP
+$1.12M

Top Sells

1
+$6.32M
2
+$4.79M
3
+$3.23M
4
HIMX
Himax Technologies
HIMX
+$1.99M
5
BITA
Bitauto Holdings Limited
BITA
+$1.11M

Sector Composition

1 Technology 79.6%
2 Industrials 3.39%
3 Communication Services 3.33%
4 Consumer Discretionary 1.19%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.51%
50,000
52
$1.65M 0.49%
206,473
53
$1.6M 0.48%
167
54
$1.55M 0.46%
83,395
55
$1.46M 0.43%
706,425
56
$1.37M 0.41%
19,000
57
$1.36M 0.41%
111,000
58
$1.3M 0.39%
25,000
59
$1.28M 0.38%
28,000
60
$1.13M 0.34%
11,400
-3,350
61
$1.12M 0.33%
+316,000
62
$1.08M 0.32%
150,000
63
$1.08M 0.32%
15,200
64
$1.03M 0.31%
2,000
65
$959K 0.29%
140,000
66
$936K 0.28%
450,000
67
$919K 0.27%
25,000
68
$856K 0.26%
70,000
69
$831K 0.25%
19,000
70
$815K 0.24%
100,000
71
$808K 0.24%
15,000
72
$792K 0.24%
+180,000
73
$778K 0.23%
11,166
+5,212
74
$774K 0.23%
16,667
75
$720K 0.22%
261,072
1 2
3
4