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
$608M
AUM Growth
-$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.47M
3
+$3.08M
4
VERX icon
Vertex
VERX
+$2.87M
5
AVID
Avid Technology Inc
AVID
+$1.88M

Top Sells

1
+$11.7M
2
+$7.56M
3
+$4.82M
4
DSGX icon
Descartes Systems
DSGX
+$1.51M
5
MDLA
Medallia, Inc.
MDLA
+$842K

Sector Composition

1 Technology 86.66%
2 Communication Services 5.03%
3 Industrials 3.82%
4 Consumer Discretionary 0.84%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$395K 0.06%
4,112
102
$60K 0.01%
4,876
+1,858
103
– –
-25,000
104
– –
-448,293
105
– –
-42,660
106
– –
-73,500
1 2 3 4
5