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
$575M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.53M
2 +$3.9M
3 +$3.45M
4
TLND
Talend S.A. American Depositary Shares
TLND
+$1.59M
5
TSEM icon
Tower Semiconductor
TSEM
+$1.49M

Top Sells

1 +$11.9M
2 +$2.67M
3 +$2.55M
4
BLDP
Ballard Power Systems
BLDP
+$2.44M
5
FIVN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-375,000