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
$319M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$2.27M
3
+$2.2M
4
IRDM icon
Iridium Communications
IRDM
+$2.12M
5
CLS icon
Celestica
CLS
+$1.05M

Top Sells

1
+$6.25M
2
+$3.65M
3
+$3.13M
4
HIMX
Himax Technologies
HIMX
+$2.4M
5
BITA
Bitauto Holdings Limited
BITA
+$1.11M

Sector Composition

1 Technology 79.24%
2 Industrials 3.25%
3 Communication Services 2.63%
4 Consumer Discretionary 1.13%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.3M 6.37%
383,000
2
$15.5M 4.86%
657,000
3
$14.9M 4.69%
770,000
-6,000
4
$14.8M 4.66%
660,000
5
$14.7M 4.61%
318,382
6
$13.6M 4.26%
478,000
7
$12.9M 4.04%
199,350
-2,300
8
$11.2M 3.51%
450,000
9
$10.3M 3.23%
360,000
10
$9.24M 2.9%
459,700
11
$7.49M 2.35%
100,000
12
$6.92M 2.17%
994,200
+700,000
13
$6.69M 2.1%
910,000
14
$6.45M 2.02%
225,000
15
$6.32M 1.98%
230,000
16
$6.11M 1.92%
550,000
-60,000
17
$5.93M 1.86%
162,000
18
$5.75M 1.8%
500,000
+50,000
19
$5.71M 1.79%
94,000
20
$5.45M 1.71%
250,000
21
$5.17M 1.62%
87,250
22
$5.1M 1.6%
315,000
+60,000
23
$5.03M 1.58%
100,000
24
$4.76M 1.49%
166,000
25
$3.77M 1.18%
90,000
1
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