HIM

Herald Investment Management Portfolio holdings

AUM $674M
1-Year Return 37.03%
This Quarter Return
+5.87%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$359M
AUM Growth
-$34M
Cap. Flow
-$40.2M
Cap. Flow %
-11.2%
Top 10 Hldgs %
43.09%
Holding
102
New
5
Increased
5
Reduced
8
Closed
10

Sector Composition

1 Technology 82.79%
2 Communication Services 3.5%
3 Industrials 3.31%
4 Consumer Discretionary 0.96%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TEUM
101
DELISTED
Pareteum Corporation
TEUM
-2,035,392
Closed -$9.24M
ATTU
102
DELISTED
Attunity Ltd
ATTU
-954,200
Closed -$22.4M