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
$549M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.2M
3
+$1.85M
4
ZM icon
Zoom
ZM
+$1.47M
5
ALKT icon
Alkami Technology
ALKT
+$1.43M

Top Sells

1
+$2.48M
2
+$1.62M
3
+$1.47M
4
MODN
MODEL N, INC.
MODN
+$1.1M
5
RDWR icon
Radware
RDWR
+$797K

Sector Composition

1 Technology 85.03%
2 Communication Services 4.88%
3 Industrials 4.31%
4 Consumer Discretionary 1.06%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.31M 0.6%
425,000
52
$3.3M 0.6%
363,000
53
$3.29M 0.6%
450,000
54
$3.15M 0.57%
36,485
55
$3.11M 0.57%
18,900
56
$3.07M 0.56%
77,000
57
$3.04M 0.55%
200,000
58
$2.99M 0.54%
150,000
59
$2.96M 0.54%
83,485
60
$2.88M 0.53%
200,000
61
$2.73M 0.5%
80,000
62
$2.69M 0.49%
+100,000
63
$2.65M 0.48%
32,000
64
$2.65M 0.48%
90,000
65
$2.59M 0.47%
529,286
66
$2.56M 0.47%
73,600
67
$2.48M 0.45%
150,000
+50,000
68
$2.39M 0.44%
626,234
69
$2.29M 0.42%
150,000
70
$2.19M 0.4%
13,043
+2,173
71
$2.14M 0.39%
247,738
72
$2.12M 0.39%
17,900
73
$2.11M 0.38%
250,000
74
$2.05M 0.37%
161,000
75
$1.95M 0.35%
25,000
1 2
3
4 5