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
$428M
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.65M
3
+$2.14M
4
CAMP
CalAmp Corp.
CAMP
+$2M
5
RBBN icon
Ribbon Communications
RBBN
+$1.87M

Top Sells

1
+$23.3M
2
+$10.7M
3
+$4.82M
4
IPHI
INPHI CORPORATION
IPHI
+$3.4M
5
ZS icon
Zscaler
ZS
+$1.64M

Sector Composition

1 Technology 83.46%
2 Communication Services 4.3%
3 Industrials 4.01%
4 Consumer Discretionary 1.13%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.54%
1,000,000
52
$2.29M 0.53%
350,000
53
$2.22M 0.52%
42,300
54
$2.05M 0.48%
300,000
55
$2.02M 0.47%
21,100
56
$2M 0.47%
+10,870
57
$1.97M 0.46%
87,456
58
$1.89M 0.44%
83,485
59
$1.89M 0.44%
211,810
60
$1.87M 0.44%
19,000
61
$1.85M 0.43%
80,000
-10,000
62
$1.83M 0.43%
50,000
63
$1.79M 0.42%
255,000
64
$1.66M 0.39%
87,000
65
$1.63M 0.38%
15,200
66
$1.51M 0.35%
17,900
67
$1.47M 0.34%
746,234
68
$1.45M 0.34%
69,795
69
$1.38M 0.32%
77,000
70
$1.32M 0.31%
22,941
71
$1.3M 0.3%
161,000
72
$1.29M 0.3%
25,000
73
$1.25M 0.29%
5,800
74
$1.24M 0.29%
140,000
75
$1.14M 0.27%
19,000
1 2
3
4