HIM

Hermes Investment Management Portfolio holdings

AUM $7.52B
1-Year Est. Return 20.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.43B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$84.7M
2
+$25.5M
3
+$24.1M
4
EDU icon
New Oriental
EDU
+$23.6M
5
BR icon
Broadridge
BR
+$23M

Top Sells

1
+$50.1M
2
+$30.3M
3
+$24.3M
4
JOE icon
St. Joe Company
JOE
+$21.7M
5
ARG
Airgas Inc
ARG
+$21.1M

Sector Composition

1 Financials 19.66%
2 Healthcare 14.92%
3 Technology 14.56%
4 Industrials 13.86%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$215K ﹤0.01%
5,100
227
– –
-498,216
228
$0 ﹤0.01%
212,234
229
– –
-6,800
230
– –
-236,118
231
– –
-10,787
6 7 8 9
10