HIM

Herald Investment Management Portfolio holdings

AUM $751M
1-Year Est. Return 57.8%
This Quarter Est. Return
1 Year Est. Return
+57.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$616M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
NTAP icon
NetApp
NTAP
+$1.54M
5
SIMO icon
Silicon Motion
SIMO
+$1.36M

Top Sells

1
+$9.95M
2
+$4.37M
3
+$2.62M
4
XLNX
Xilinx Inc
XLNX
+$1.55M
5
VERI icon
Veritone
VERI
+$1.42M

Sector Composition

1 Technology 85.73%
2 Communication Services 5.11%
3 Industrials 3.73%
4 Consumer Discretionary 0.98%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.35M 0.38%
250,000
77
$2.33M 0.38%
25,000
78
$2.21M 0.36%
210,000
79
$2.05M 0.33%
161,000
80
$2.04M 0.33%
15,200
81
$2.01M 0.33%
35,000
82
$1.78M 0.29%
15,200
83
$1.76M 0.29%
10,870
84
$1.72M 0.28%
372,700
85
$1.62M 0.26%
+65,000
86
$1.62M 0.26%
100,000
-161,810
87
$1.47M 0.24%
860,000
88
$1.32M 0.21%
150,000
89
$1.19M 0.19%
22,500
90
$1.17M 0.19%
8,849
91
$1.14M 0.19%
9,500
92
$1.07M 0.17%
9,200
93
$978K 0.16%
19,000
94
$882K 0.14%
40,000
95
$689K 0.11%
5,800
96
$603K 0.1%
10,000
97
$597K 0.1%
25,000
98
$506K 0.08%
+100,000
99
$385K 0.06%
321,078
100
$365K 0.06%
4,112
1 2 3
4
5