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
$431M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.38M
3
+$1.2M
4
AMPL icon
Amplitude
AMPL
+$1.07M
5
SMCI icon
Super Micro Computer
SMCI
+$1.05M

Top Sells

1
+$23.5M
2
+$10.3M
3
+$5.03M
4
AAPL icon
Apple
AAPL
+$1.15M
5
MODN
MODEL N, INC.
MODN
+$511K

Sector Composition

1 Technology 87.12%
2 Communication Services 5.39%
3 Industrials 3.52%
4 Consumer Discretionary 0.94%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.62%
40,000
52
$2.67M 0.62%
225,400
53
$2.64M 0.61%
210,000
54
$2.63M 0.61%
139,500
+32,000
55
$2.59M 0.6%
300,000
+50,000
56
$2.52M 0.59%
529,286
57
$2.48M 0.58%
100,000
58
$2.44M 0.57%
626,234
59
$2.42M 0.56%
450,000
60
$2.38M 0.55%
200,000
61
$2.33M 0.54%
628,636
62
$2.32M 0.54%
35,500
+3,500
63
$2.24M 0.52%
90,000
64
$2.22M 0.52%
80,000
65
$2.11M 0.49%
100,000
66
$2.08M 0.48%
83,485
67
$1.92M 0.45%
17,750
+5,250
68
$1.75M 0.41%
161,000
69
$1.73M 0.4%
73,600
70
$1.71M 0.4%
80,000
+41,000
71
$1.7M 0.4%
15,200
72
$1.7M 0.39%
150,000
73
$1.64M 0.38%
100,000
+35,000
74
$1.6M 0.37%
17,900
75
$1.53M 0.35%
353,007
1 2
3
4 5