HIM
Herald Investment Management Portfolio holdings
AUM
$674M
1-Year Return
37.03%
This Quarter Return
+14.36%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$273M
AUM Growth
+$41.6M
(+18%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
7.25%
Top 10 Holdings %
Top 10 Hldgs %
41.46%
Holding
95
New
14
Increased
6
Reduced
3
Closed
6
Top Buys
| 1 |
AKTS
AKOUSTIS TECHNOLOGIES, INC.
AKTS
|
$6.49M |
| 2 |
AMBR
Amber Road, Inc.
AMBR
|
$5.97M |
| 3 |
HDP
Hortonworks, Inc.
HDP
|
$3.53M |
| 4 |
MIME
Mimecast Limited
MIME
|
$2.8M |
| 5 |
MEET
The Meet Group, Inc. Common Stock
MEET
|
$2.64M |
Top Sells
| 1 |
MENT
Mentor Graphics Corp
MENT
|
$9.22M |
| 2 |
NMBL
Nimble Storage, Inc.
NMBL
|
$2.77M |
| 3 |
KEYW
The KEYW Holding Corporation
KEYW
|
$1.18M |
| 4 |
NVDQ
Novadaq Technologies Inc.
NVDQ
|
$1.08M |
| 5 |
ULTI
Ultimate Software Group Inc
ULTI
|
$547K |
Sector Composition
| 1 | Technology | 77.05% |
| 2 | Industrials | 5.26% |
| 3 | Communication Services | 1.92% |
| 4 | Consumer Discretionary | 1.77% |
| 5 | Consumer Staples | 0.77% |
