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
$5.89B
AUM Growth
+$916M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$31.1M
3
+$26.7M
4
COO icon
Cooper Companies
COO
+$26.4M
5
AMT icon
American Tower
AMT
+$26.1M

Top Sells

1
+$56.9M
2
+$49.1M
3
+$19.1M
4
VTRS icon
Viatris
VTRS
+$12.8M
5
UNP icon
Union Pacific
UNP
+$12.4M

Sector Composition

1 Financials 18.81%
2 Technology 15.71%
3 Healthcare 14.31%
4 Consumer Discretionary 12.81%
5 Industrials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$162K ﹤0.01%
33,523
-8,247
227
$0 ﹤0.01%
254,681
228
– –
-142,453
229
– –
-295,302
230
– –
-10,000
231
– –
-711,773
232
– –
-8,893
233
– –
-109,702
234
– –
-8,797,461
235
– –
-46,783
6 7 8 9
10