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
26
$67.7M 1.16%
1,332,737
-98,417
27
$67M 1.14%
633,903
+293,712
28
$63.3M 1.08%
516,825
-130,922
29
$62.6M 1.07%
1,005,459
-170,674
30
$61.7M 1.05%
9,055,790
+156,844
31
$59.6M 1.02%
1,093,509
+153,775
32
$58M 0.99%
588,235
+36,262
33
$57.7M 0.99%
516,669
+21,487
34
$56.8M 0.97%
311,712
+43,280
35
$56.1M 0.96%
863,683
-111,581
36
$55.5M 0.95%
482,751
+228,448
37
$53.7M 0.92%
458,840
+57,910
38
$52.7M 0.9%
375,399
+67,998
39
$51.9M 0.89%
941,467
-813,039
40
$51.9M 0.89%
1,683,082
+334,614
41
$51.4M 0.88%
770,551
+115,866
42
$50.3M 0.86%
609,684
-181,544
43
$50.1M 0.86%
1,305,597
-249,544
44
$50M 0.85%
950,957
+127,139
45
$49.5M 0.85%
1,367,991
+202,042
46
$49.4M 0.84%
397,123
+750
47
$48M 0.82%
862,998
+195,972
48
$47.8M 0.82%
1,808,223
+222,685
49
$47.7M 0.81%
2,124,854
+242,406
50
$47M 0.8%
595,434
-276,570
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