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
$616M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
NTAP icon
NetApp
NTAP
+$1.54M
5
SIMO icon
Silicon Motion
SIMO
+$1.36M

Top Sells

1
+$9.95M
2
+$4.37M
3
+$2.62M
4
XLNX
Xilinx Inc
XLNX
+$1.55M
5
VERI icon
Veritone
VERI
+$1.42M

Sector Composition

1 Technology 85.73%
2 Communication Services 5.11%
3 Industrials 3.73%
4 Consumer Discretionary 0.98%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.47M 0.56%
100,000
+23,000
52
$3.42M 0.56%
77,000
53
$3.38M 0.55%
200,000
54
$3.34M 0.54%
300,000
55
$3.33M 0.54%
111,000
56
$3.29M 0.53%
350,000
57
$3.1M 0.5%
626,234
58
$3.07M 0.5%
200,000
59
$3.02M 0.49%
450,000
60
$2.94M 0.48%
32,000
+16,750
61
$2.93M 0.47%
83,485
62
$2.92M 0.47%
17,900
63
$2.9M 0.47%
80,000
64
$2.83M 0.46%
19,700
-6,600
65
$2.8M 0.45%
247,738
-7,262
66
$2.76M 0.45%
529,286
67
$2.69M 0.44%
175,000
+66,000
68
$2.66M 0.43%
36,485
69
$2.64M 0.43%
73,600
70
$2.62M 0.42%
90,000
71
$2.48M 0.4%
11,700
-7,300
72
$2.48M 0.4%
22,500
+7,500
73
$2.46M 0.4%
+100,000
74
$2.38M 0.39%
150,000
75
$2.35M 0.38%
150,000
1 2
3
4 5