HIM
Herald Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
+7.38%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$575M
AUM Growth
+$575M
(+2.6%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
36.55%
Holding
101
New
7
Increased
8
Reduced
8
Closed
1
Top Buys
| 1 |
Varonis Systems
VRNS
|
$15.7M |
| 2 |
Cogent Communications
CCOI
|
$6.53M |
| 3 |
AVID
Avid Technology Inc
AVID
|
$3.91M |
| 4 |
Thryv Holdings
THRY
|
$3.45M |
| 5 |
TLND
Talend S.A. American Depositary Shares
TLND
|
$1.59M |
Top Sells
| 1 |
Digital Turbine
APPS
|
$11.9M |
| 2 |
Manhattan Associates
MANH
|
$2.67M |
| 3 |
FIT
Fitbit, Inc. Class A common stock
FIT
|
$2.55M |
| 4 |
BLDP
Ballard Power Systems
BLDP
|
$2.44M |
| 5 |
FIVE9
FIVN
|
$1.8M |
Sector Composition
| 1 | Technology | 85.11% |
| 2 | Communication Services | 5.92% |
| 3 | Industrials | 4.2% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Healthcare | 0.17% |