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
$470M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$2.3M
3 +$2.18M
4
GNSS icon
Genasys
GNSS
+$1.51M
5
EMKR
Emcore Corp
EMKR
+$950K

Top Sells

1 +$24.5M
2 +$5.72M
3 +$3.59M
4
DSGX icon
Descartes Systems
DSGX
+$1.47M
5
SPSC icon
SPS Commerce
SPSC
+$1.26M

Sector Composition

1 Technology 85.69%
2 Communication Services 5.45%
3 Industrials 4.7%
4 Consumer Discretionary 1.29%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$120K 0.03%
13,043
102
-75,000
103
-450,000
104
-175,000
105
-500,000