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
76
$30M 0.51%
361,904
+89,606
77
$29.3M 0.5%
847,752
-906,856
78
$29.2M 0.5%
422,248
+18,919
79
$28.2M 0.48%
731,780
-79,220
80
$28.2M 0.48%
238,491
+58,544
81
$28.1M 0.48%
33,600
+8,428
82
$28M 0.48%
790,019
+197,955
83
$27.9M 0.48%
924,455
-22,379
84
$27.7M 0.47%
+175,502
85
$27.2M 0.47%
392,310
+146,421
86
$26.7M 0.46%
1,582,440
+629,285
87
$26.7M 0.46%
610,442
+152,876
88
$26.5M 0.45%
699,700
+175,283
89
$25.8M 0.44%
+741,934
90
$25.6M 0.44%
340,643
-6,906
91
$25.4M 0.43%
+602,205
92
$25.3M 0.43%
565,993
-205,785
93
$25.1M 0.43%
379,159
+94,999
94
$25M 0.43%
213,542
+447
95
$24.9M 0.43%
170,437
-185,890
96
$24.5M 0.42%
344,246
+140,445
97
$24.5M 0.42%
900,355
+387,936
98
$23.8M 0.41%
107,398
+26,547
99
$23.6M 0.4%
684,431
-669,322
100
$23M 0.39%
134,010
-65,823
2 3
4
5 6