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
$392M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.4M
3
+$1.85M
4
ZS icon
Zscaler
ZS
+$1.67M
5
TTEC icon
TTEC Holdings
TTEC
+$1.58M

Top Sells

1
+$2.08M
2
+$1.98M
3
+$1.3M
4
EGAN icon
eGain
EGAN
+$1M
5
TSM icon
TSMC
TSM
+$551K

Sector Composition

1 Technology 83.47%
2 Communication Services 4.44%
3 Industrials 3.79%
4 Consumer Discretionary 1%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.48%
83,485
52
$1.88M 0.48%
610,000
53
$1.87M 0.48%
211,810
54
$1.86M 0.47%
19,000
55
$1.85M 0.47%
+696,000
56
$1.74M 0.44%
330,000
57
$1.67M 0.43%
+36,000
58
$1.65M 0.42%
50,000
59
$1.6M 0.41%
87,456
60
$1.58M 0.4%
+40,000
61
$1.57M 0.4%
776,234
62
$1.46M 0.37%
21,100
63
$1.45M 0.37%
500,000
64
$1.35M 0.35%
161,000
65
$1.34M 0.34%
25,000
66
$1.31M 0.33%
15,200
67
$1.26M 0.32%
9,923
+6,123
68
$1.23M 0.31%
140,000
69
$1.23M 0.31%
5,800
+2,000
70
$1.22M 0.31%
17,900
71
$1.22M 0.31%
111,000
72
$1.14M 0.29%
19,000
73
$1.05M 0.27%
90,000
74
$1.02M 0.26%
9,200
-2,200
75
$949K 0.24%
+15,250
1 2
3
4