HIM

Herald Investment Management Portfolio holdings

AUM $751M
1-Year Est. Return 57.8%
This Quarter Est. Return
1 Year Est. Return
+57.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.18M
3
+$1.5K

Top Sells

1
+$6.97M
2
+$1.5M
3
+$843K
4
CIEN icon
Ciena
CIEN
+$702K
5
SIMO icon
Silicon Motion
SIMO
+$614K

Sector Composition

1 Technology 80.83%
2 Communication Services 4.41%
3 Industrials 3.1%
4 Consumer Discretionary 0.65%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.49%
640,000
52
$1.5M 0.48%
20,000
-20,000
53
$1.47M 0.47%
111,000
54
$1.45M 0.46%
165,000
55
$1.41M 0.45%
69,795
56
$1.4M 0.45%
83,485
+90
57
$1.37M 0.44%
206,473
58
$1.3M 0.42%
70,600
-5,000
59
$1.28M 0.41%
87,000
60
$1.19M 0.38%
161,000
61
$1.17M 0.37%
11,400
62
$1.17M 0.37%
321,078
63
$1.09M 0.35%
25,000
64
$1.07M 0.34%
12,000
65
$1.02M 0.33%
90,000
66
$956K 0.31%
111,000
67
$928K 0.3%
15,200
68
$907K 0.29%
140,000
69
$892K 0.29%
19,000
70
$878K 0.28%
28,000
71
$793K 0.25%
25,000
72
$700K 0.22%
19,000
73
$674K 0.22%
315,000
74
$652K 0.21%
150,000
75
$580K 0.19%
10,200
1 2
3
4