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
101
$21.3M 0.36%
324,376
-41,065
102
$21.1M 0.36%
400,116
+86,192
103
$21M 0.36%
230,336
+141,967
104
$20.9M 0.36%
232,431
105
$20.9M 0.35%
25,172
+2,204
106
$20.1M 0.34%
457,566
+40,155
107
$20.1M 0.34%
+524,417
108
$19.3M 0.33%
284,160
+24,992
109
$19.2M 0.33%
458,760
+10,000
110
$19.1M 0.32%
530,386
+129,750
111
$18.8M 0.32%
141,031
+62,050
112
$18.5M 0.31%
575,024
+268,594
113
$17.8M 0.3%
169,272
+14,006
114
$17.6M 0.3%
568,295
+59,072
115
$17.5M 0.3%
547,857
-50,946
116
$17.1M 0.29%
953,155
+379,502
117
$17M 0.29%
245,889
+21,593
118
$16.9M 0.29%
244,814
+115,739
119
$16.6M 0.28%
248,789
+60,051
120
$16.1M 0.27%
+352,729
121
$15.2M 0.26%
249,367
-36,931
122
$14.9M 0.25%
233,978
+125,222
123
$14.9M 0.25%
203,801
-6,000
124
$14.5M 0.25%
166,607
+17,100
125
$14.5M 0.25%
512,419
+45,088
3 4
5
6 7