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
51
$30.9M 0.72%
284,967
+5,200
52
$30.8M 0.72%
622,079
+75,959
53
$30.6M 0.71%
+284,827
54
$30.5M 0.71%
430,518
+64,570
55
$30.2M 0.7%
652,113
+14,600
56
$30.2M 0.7%
532,063
+62,472
57
$30.1M 0.7%
61,879
+9,698
58
$29.8M 0.69%
320,082
+50,155
59
$29.8M 0.69%
408,383
+32,154
60
$29.7M 0.69%
926,511
+4,724
61
$29.5M 0.68%
+421,909
62
$29.2M 0.68%
5,372,270
+3,213,488
63
$29M 0.67%
376,725
+57,685
64
$29M 0.67%
879,065
+105,752
65
$28.6M 0.66%
3,496,243
+44,960
66
$28.5M 0.66%
4,505,754
+1,585,049
67
$28.5M 0.66%
351,184
+16,200
68
$28.2M 0.65%
552,982
+77,629
69
$28.2M 0.65%
+426,681
70
$27.8M 0.65%
385,059
+73,813
71
$27.7M 0.64%
173,477
+15,700
72
$27.2M 0.63%
326,788
+76,469
73
$27.1M 0.63%
200,541
+24,913
74
$27M 0.63%
413,176
+5,800
75
$26.8M 0.62%
369,630
+57,953
1 2
3
4 5