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
$251M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$457K

Top Sells

1 +$2.52M
2 +$603K
3 +$573K
4
LKM
Link Motion Inc.
LKM
+$500K

Sector Composition

1 Technology 52.19%
2 Communication Services 4.3%
3 Industrials 1.69%
4 Healthcare 1.01%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$228K 0.09%
7,000
77
$191K 0.08%
4,112
-12,338
78
$164K 0.07%
55,700
79
$146K 0.06%
50,000
80
$129K 0.05%
14,400
81
$83K 0.03%
12,200
82
$69K 0.03%
1,000
83
$67K 0.03%
50,000
84
-889,800