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
$464M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.23M
2 +$2.51M
3 +$2.09M
4
PD icon
PagerDuty
PD
+$2.08M
5
TLND
Talend S.A. American Depositary Shares
TLND
+$1.89M

Top Sells

1 +$5.2M
2 +$3.36M
3 +$2.81M
4
IAC icon
IAC Inc
IAC
+$1.01M
5
IPHI
INPHI CORPORATION
IPHI
+$943K

Sector Composition

1 Technology 85.14%
2 Industrials 4.51%
3 Communication Services 4.21%
4 Consumer Discretionary 1.25%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,000
102
-450,000