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
$464M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.51M
3
+$2.09M
4
PD icon
PagerDuty
PD
+$2.08M
5
TLND
Talend S.A. American Depositary Shares
TLND
+$1.89M

Top Sells

1
+$5.2M
2
+$3.36M
3
+$2.81M
4
IAC icon
IAC Inc
IAC
+$1.01M
5
IPHI
INPHI CORPORATION
IPHI
+$943K

Sector Composition

1 Technology 85.14%
2 Industrials 4.51%
3 Communication Services 4.21%
4 Consumer Discretionary 1.25%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.5%
416,000
-84,000
52
$2.25M 0.48%
21,100
53
$2.13M 0.46%
589,286
54
$2.09M 0.45%
+650,000
55
$2.08M 0.45%
+77,000
56
$2.08M 0.45%
350,000
57
$2.07M 0.45%
300,000
58
$1.98M 0.43%
211,810
59
$1.98M 0.43%
19,000
60
$1.89M 0.41%
+48,500
61
$1.86M 0.4%
77,000
62
$1.81M 0.39%
+137,000
63
$1.79M 0.39%
10,870
64
$1.78M 0.38%
90,000
65
$1.74M 0.37%
190,000
66
$1.72M 0.37%
+210,000
67
$1.72M 0.37%
15,175
-5,700
68
$1.7M 0.37%
5,800
69
$1.68M 0.36%
15,200
70
$1.62M 0.35%
50,000
71
$1.61M 0.35%
83,485
72
$1.61M 0.35%
80,000
73
$1.58M 0.34%
87,000
74
$1.57M 0.34%
746,234
75
$1.47M 0.32%
161,000
1 2
3
4 5