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
$617M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$4.22M
3 +$4.06M
4
RDVT icon
Red Violet
RDVT
+$3.91M
5
VPG icon
Vishay Precision Group
VPG
+$3.53M

Top Sells

1 +$136M
2 +$4.58M
3 +$2.39M
4
KLIC icon
Kulicke & Soffa
KLIC
+$1.91M
5
LPSN icon
LivePerson
LPSN
+$1.61M

Sector Composition

1 Technology 86.07%
2 Communication Services 5.42%
3 Industrials 5.28%
4 Consumer Discretionary 1.28%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-425,650
102
-12,200
103
-55,000
104
-321,078
105
-13,043
106
-200,000
107
-175,000