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
76
$32M 0.54%
667,026
+25,355
77
$31.6M 0.54%
823,818
+57,102
78
$31.5M 0.54%
811,000
+42,000
79
$30.8M 0.52%
58,755
+5,162
80
$30.4M 0.52%
199,833
-12,164
81
$30.3M 0.52%
261,338
+45,467
82
$30.1M 0.51%
352,230
+23,843
83
$30M 0.51%
946,834
+606,418
84
$29.8M 0.51%
225,991
85
$27.9M 0.47%
998,084
+78,418
86
$26.5M 0.45%
946,973
+62,514
87
$25.2M 0.43%
403,329
+35,407
88
$24.3M 0.41%
671,536
+44,912
89
$24.3M 0.41%
613,154
+172,079
90
$24.2M 0.41%
179,947
-23,498
91
$24M 0.41%
327,461
+22,835
92
$24M 0.41%
213,095
+11,416
93
$23.6M 0.4%
1,078,421
-507,908
94
$23.6M 0.4%
592,064
+64,956
95
$23.6M 0.4%
347,549
+225,451
96
$23.6M 0.4%
334,118
+3,130
97
$23.4M 0.4%
252,703
+26,070
98
$22.2M 0.38%
+272,298
99
$22.2M 0.38%
1,840,336
+697,169
100
$22M 0.37%
640,346
2 3
4
5 6