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
$4.31B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$30.6M
3
+$29.5M
4
CLC
Clarcor
CLC
+$28.2M
5
CHRD icon
Chord Energy
CHRD
+$20.2M

Top Sells

1
+$29.5M
2
+$23.9M
3
+$23.9M
4
WDC icon
Western Digital
WDC
+$22.6M
5
MLKN icon
MillerKnoll
MLKN
+$14.5M

Sector Composition

1 Financials 17.43%
2 Healthcare 16.41%
3 Technology 16.02%
4 Industrials 13.17%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42.6M 0.99%
619,423
-329,163
27
$42.3M 0.98%
391,606
+8,100
28
$41M 0.95%
3,231,000
+24,000
29
$40.8M 0.95%
437,908
+56,377
30
$40.3M 0.94%
590,000
+21,300
31
$38M 0.88%
461,853
-290,000
32
$37.8M 0.88%
1,100,665
+211,214
33
$37.5M 0.87%
787,186
+163,753
34
$37.4M 0.87%
498,594
+134,033
35
$37.4M 0.87%
611,882
+70,639
36
$37.1M 0.86%
729,844
+174,457
37
$37M 0.86%
1,338,204
38
$35.1M 0.81%
253,251
39
$35M 0.81%
662,559
-143,890
40
$34.8M 0.81%
375,465
-29,953
41
$33.2M 0.77%
43,164
+6,780
42
$33.1M 0.77%
1,121,381
+78,843
43
$32.3M 0.75%
1,303,404
+133,644
44
$32.2M 0.75%
1,027,839
+130,711
45
$32.1M 0.75%
276,426
+5,600
46
$32.1M 0.75%
660,490
+6,000
47
$31.6M 0.73%
1,237,243
+164,823
48
$31.1M 0.72%
222,574
+18,746
49
$31M 0.72%
561,327
+88,139
50
$30.9M 0.72%
2,142,435
+226,500
1
2
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