We are live on ! Find out more
HIM

Herald Investment Management Portfolio holdings

AUM $718M
1-Year Est. Return 91.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+91.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$751M
AUM Growth
+$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.15M
3
+$3.76M
4
SLAB icon
Silicon Laboratories
SLAB
+$3.75M
5
NOVT icon
Novanta
NOVT
+$2.98M

Top Sells

1
+$17.2M
2
+$11.2M
3
+$4.88M
4
FARO
Faro Technologies
FARO
+$3.51M
5
FN icon
Fabrinet
FN
+$2.96M

Sector Composition

1 Technology 85.38%
2 Industrials 7.77%
3 Communication Services 3.7%
4 Consumer Discretionary 1.36%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.04M 0.54%
400,000
+100,000
52
$3.99M 0.53%
+100,000
53
$3.98M 0.53%
850,000
54
$3.9M 0.52%
446,078
+125,000
55
$3.84M 0.51%
600,000
56
$3.65M 0.49%
100,000
+20,000
57
$3.61M 0.48%
+27,500
58
$3.55M 0.47%
155,000
59
$3.53M 0.47%
400,000
+170,000
60
$3.5M 0.47%
210,000
61
$3.49M 0.47%
700,000
+75,000
62
$3.47M 0.46%
912,869
63
$3.4M 0.45%
175,000
64
$3.34M 0.45%
50,000
+37,500
65
$3.31M 0.44%
22,700
66
$3.22M 0.43%
413,000
67
$3.18M 0.42%
200,000
68
$3.12M 0.42%
260,000
69
$3.04M 0.4%
55,000
+20,000
70
$3.02M 0.4%
+200,000
71
$2.83M 0.38%
20,600
72
$2.5M 0.33%
+25,000
73
$2.42M 0.32%
50,000
74
$2.32M 0.31%
450,000
75
$2.23M 0.3%
190,000
+100,000
1 2
3
4