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
$614M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.33M
3
+$1.88M
4
LGTY
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
+$1.82M
5
SMCI icon
Super Micro Computer
SMCI
+$1.51M

Top Sells

1
+$3.96M
2
+$3.79M
3
+$3.35M
4
MANH icon
Manhattan Associates
MANH
+$2.67M
5
NVDA icon
NVIDIA
NVDA
+$774K

Sector Composition

1 Technology 85.85%
2 Communication Services 5.61%
3 Industrials 4.22%
4 Consumer Discretionary 0.94%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-22,750
102
– –
-58,000
103
– –
-281,339
104
– –
-150,000
1 2 3 4
5