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
$4.31B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$30.6M
3
+$29.5M
4
CLC
Clarcor
CLC
+$28.2M
5
CHRD icon
Chord Energy
CHRD
+$20.2M

Top Sells

1
+$29.5M
2
+$23.9M
3
+$23.9M
4
WDC icon
Western Digital
WDC
+$22.6M
5
MLKN icon
MillerKnoll
MLKN
+$14.5M

Sector Composition

1 Financials 17.43%
2 Healthcare 16.41%
3 Technology 16.02%
4 Industrials 13.17%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.98M 0.14%
156,068
+32,000
127
$5.58M 0.13%
75,870
+13,000
128
$4.75M 0.11%
39,994
+6,469
129
$4.24M 0.1%
45,259
+24,000
130
$4.21M 0.1%
103,596
+12,000
131
$4.14M 0.1%
75,460
+17,292
132
$3.89M 0.09%
54,706
+37,500
133
$3.88M 0.09%
59,800
+44,600
134
$3.85M 0.09%
548,930
+228,000
135
$3.57M 0.08%
126,135
-33,153
136
$3.34M 0.08%
245,168
+78,000
137
$3.21M 0.07%
40,910
+4,000
138
$3.2M 0.07%
207,789
+20,000
139
$2.96M 0.07%
115,702
140
$2.91M 0.07%
46,137
+12,500
141
$2.9M 0.07%
98,476
-4,320
142
$2.58M 0.06%
25,606
-500
143
$2.53M 0.06%
54,617
+10,800
144
$2.27M 0.05%
40,036
+2,000
145
$2.25M 0.05%
28,900
+10,400
146
$2.08M 0.05%
18,333
147
$2.07M 0.05%
119,063
+3,818
148
$2.05M 0.05%
39,710
+6,000
149
$1.95M 0.05%
13,000
+2,000
150
$1.89M 0.04%
43,507
4 5
6
7 8