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

Top Buys

1
+$82.2M
2
+$32.7M
3
+$28.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.8M
5
COO icon
Cooper Companies
COO
+$26M

Top Sells

1
+$56.9M
2
+$51.7M
3
+$19M
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
26
$60.7M 1.03%
561,894
+39,103
27
$60.4M 1.03%
8,898,946
+653,112
28
$59.4M 1.01%
356,327
+87,021
29
$58.2M 0.99%
1,754,608
+408,918
30
$57.3M 0.97%
975,264
+66,177
31
$56.6M 0.96%
911,297
+125,591
32
$56.1M 0.95%
871,108
+145,504
33
$53.5M 0.91%
495,182
-12,274
34
$53.5M 0.91%
646,705
+126,319
35
$53.5M 0.91%
961,917
+64,221
36
$53.4M 0.91%
376,136
+144,487
37
$52.5M 0.89%
1,431,154
-113,098
38
$51.4M 0.87%
791,228
+51,925
39
$51.4M 0.87%
715,161
+172,929
40
$51.3M 0.87%
307,401
+86,352
41
$50.5M 0.86%
2,705,295
-1,018,425
42
$49.4M 0.84%
342,059
-8,200
43
$49M 0.83%
400,930
+126,472
44
$48.5M 0.82%
939,734
+66,773
45
$47.7M 0.81%
1,063,872
+579,380
46
$45.1M 0.77%
3,927,694
+208,942
47
$44M 0.75%
268,432
+18,814
48
$43.7M 0.74%
553,221
49
$43.4M 0.74%
654,685
+53,066
50
$42.7M 0.72%
551,973
+95,786
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