HIM

Hermes Investment Management Portfolio holdings

AUM $7.52B
1-Year Est. Return 20.66%
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.85B
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$30.2M
3
+$27.7M
4
COO icon
Cooper Companies
COO
+$27.4M
5
META icon
Meta Platforms (Facebook)
META
+$26.3M

Top Sells

1
+$44.8M
2
+$40.4M
3
+$38M
4
LRCX icon
Lam Research
LRCX
+$37.3M
5
TSN icon
Tyson Foods
TSN
+$35.8M

Sector Composition

1 Financials 20.01%
2 Technology 14.97%
3 Healthcare 13.24%
4 Consumer Discretionary 12.55%
5 Industrials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$223K ﹤0.01%
1,680
227
$136K ﹤0.01%
+10,290
228
– –
-6,204
229
– –
-755,851
230
$0 ﹤0.01%
254,681
231
– –
-80,696
232
– –
-4,764
233
– –
-166,536
234
– –
-5,560
235
– –
-131,434
236
– –
-3,870
6 7 8 9
10