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
51
$42.3M 0.72%
1,085,395
+76,720
52
$41.9M 0.71%
601,063
+408,765
53
$41.7M 0.71%
1,028,260
+33,030
54
$41.6M 0.71%
235,438
+27,293
55
$40.7M 0.69%
1,585,538
+107,905
56
$40.6M 0.69%
771,778
-28,269
57
$40.2M 0.68%
1,353,753
+270,063
58
$40M 0.68%
321,368
+54,641
59
$40M 0.68%
396,373
+27,385
60
$39.4M 0.67%
504,007
+81,288
61
$38.6M 0.65%
340,191
+228,637
62
$38.3M 0.65%
1,348,468
+92,592
63
$37.7M 0.64%
1,063,117
-147,239
64
$37.4M 0.64%
483,581
+33,156
65
$37.1M 0.63%
1,687,291
+798,816
66
$36.6M 0.62%
1,165,949
+53,075
67
$36M 0.61%
606,402
+2,500
68
$35.9M 0.61%
3,714,773
+150,059
69
$35.5M 0.6%
1,882,448
+126,056
70
$35.4M 0.6%
594,578
71
$34.4M 0.58%
662,651
+127,100
72
$34.4M 0.58%
1,935,911
+349,296
73
$33.1M 0.56%
1,920,520
74
$32.7M 0.56%
2,071,434
-131,138
75
$32.6M 0.55%
254,303
+157,218
1 2
3
4 5