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
$617M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.22M
3
+$4.06M
4
RDVT icon
Red Violet
RDVT
+$3.91M
5
VPG icon
Vishay Precision Group
VPG
+$3.53M

Top Sells

1
+$136M
2
+$4.58M
3
+$2.39M
4
KLIC icon
Kulicke & Soffa
KLIC
+$1.91M
5
LPSN icon
LivePerson
LPSN
+$1.61M

Sector Composition

1 Technology 86.07%
2 Communication Services 5.42%
3 Industrials 5.28%
4 Consumer Discretionary 1.28%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.49%
850,000
52
$2.99M 0.48%
134,651
53
$2.77M 0.45%
850,000
54
$2.75M 0.45%
150,000
+25,000
55
$2.72M 0.44%
38,000
56
$2.68M 0.43%
38,841
+3,841
57
$2.65M 0.43%
335,000
+60,000
58
$2.53M 0.41%
4,303,636
+3,000,000
59
$2.47M 0.4%
78,394
60
$2.4M 0.39%
+350,000
61
$2.34M 0.38%
998,963
62
$2.32M 0.38%
20,600
+2,700
63
$2.32M 0.38%
200,000
64
$2.32M 0.38%
50,000
+5,000
65
$2.21M 0.36%
260,000
66
$2.19M 0.36%
300,000
+62,818
67
$2.17M 0.35%
400,000
68
$2.1M 0.34%
609,286
69
$1.99M 0.32%
+200,000
70
$1.97M 0.32%
+87,000
71
$1.97M 0.32%
15,200
72
$1.86M 0.3%
125,000
73
$1.81M 0.29%
100,000
74
$1.8M 0.29%
+150,000
75
$1.77M 0.29%
750,000
1 2
3
4 5