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
51
$46.9M 0.8%
4,286,834
+572,061
52
$46.8M 0.8%
2,519,610
-185,685
53
$45.3M 0.77%
1,266,365
+180,970
54
$44.2M 0.76%
1,149,036
+601,179
55
$44.1M 0.75%
876,321
-151,939
56
$42.6M 0.73%
2,014,387
+327,096
57
$41M 0.7%
1,869,828
-66,083
58
$40.7M 0.7%
554,060
+70,479
59
$39.9M 0.68%
3,776,820
-3,524,210
60
$39.8M 0.68%
159,282
-131,100
61
$39.1M 0.67%
64,285
+5,530
62
$38.2M 0.65%
1,246,751
+183,634
63
$38.1M 0.65%
698,813
+440,605
64
$36.5M 0.62%
709,836
+450,352
65
$35.8M 0.61%
460,654
-140,409
66
$35.7M 0.61%
401,637
+49,407
67
$35.4M 0.61%
329,396
+8,028
68
$35M 0.6%
379,341
+51,880
69
$32.8M 0.56%
1,292,579
+294,495
70
$32.8M 0.56%
531,442
-580,492
71
$31.5M 0.54%
908,414
+340,119
72
$31.4M 0.54%
636,989
+284,260
73
$30.8M 0.53%
333,502
+80,799
74
$30.5M 0.52%
759,050
+87,514
75
$30.3M 0.52%
202,034
+110,397
1 2
3
4 5