HIM
Herald Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
+14.42%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$391M
AUM Growth
+$391M
(+8.9%)
Cap. Flow
-$4.43M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
43.08%
Holding
96
New
2
Increased
3
Reduced
2
Closed
4
Top Buys
| 1 |
Kulicke & Soffa
KLIC
|
$1.66M |
| 2 |
ACCS
ACCESS Newswire Inc.
ACCS
|
$1.39M |
| 3 |
Everspin Technologies
MRAM
|
$762K |
| 4 |
MTLS
Materialise
MTLS
|
$678K |
| 5 |
Pegasystems
PEGA
|
$426K |
Top Sells
| 1 |
ORBK
Orbotech Ltd
ORBK
|
$6.18M |
| 2 |
Energous
WATT
|
$1.48M |
| 3 |
Pixelworks
PXLW
|
$720K |
| 4 |
RSYS
Radisys Corp
RSYS
|
$418K |
| 5 |
Atlassian
TEAM
|
$288K |
Sector Composition
| 1 | Technology | 77% |
| 2 | Communication Services | 3.8% |
| 3 | Industrials | 3.22% |
| 4 | Consumer Discretionary | 1.18% |
| 5 | Consumer Staples | 0.42% |
