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
$226M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$11M
3 +$9.73M
4
CAVM
Cavium, Inc.
CAVM
+$9.44M
5
PEGA icon
Pegasystems
PEGA
+$9.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 72.66%
2 Industrials 5.21%
3 Communication Services 1.76%
4 Consumer Staples 0.79%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$350K 0.16%
+7,000
77
$292K 0.13%
+1,360,000
78
$282K 0.13%
+105,500
79
$273K 0.12%
+50,000
80
$180K 0.08%
+47,200
81
$169K 0.07%
+4,112
82
$55K 0.02%
+1,000