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
101
$22.9M 0.39%
315,472
-555,636
102
$22.3M 0.38%
142,290
-119,048
103
$22M 0.38%
282,499
-364,206
104
$21.9M 0.37%
24,173
+9,041
105
$21.6M 0.37%
238,616
+8,280
106
$21.6M 0.37%
281,407
+32,040
107
$21.6M 0.37%
335,851
-168,156
108
$21.4M 0.37%
476,083
+119,356
109
$21.2M 0.36%
169,497
+28,466
110
$20.6M 0.35%
729,303
+323,345
111
$19.7M 0.34%
369,560
-293,091
112
$19.1M 0.33%
1,513,081
+566,108
113
$18.5M 0.32%
214,696
-34,093
114
$18.4M 0.31%
597,671
+22,647
115
$16.9M 0.29%
227,657
-17,157
116
$16.8M 0.29%
751,576
-326,845
117
$16.2M 0.28%
338,031
-275,123
118
$16.1M 0.27%
529,034
-1,352
119
$16M 0.27%
1,322,003
-518,333
120
$16M 0.27%
78,211
-157,227
121
$15.4M 0.26%
184,560
+15,288
122
$15.4M 0.26%
305,941
-94,175
123
$14.8M 0.25%
394,520
-64,240
124
$14.7M 0.25%
238,234
+4,256
125
$13.1M 0.22%
145,497
-21,110
3 4
5
6 7