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
126
$14.5M 0.25%
80,851
-39,258
127
$14.1M 0.24%
15,132
128
$13.7M 0.23%
356,727
+31,419
129
$13M 0.22%
755,851
-254,725
130
$12.6M 0.21%
258,208
+22,662
131
$11.5M 0.19%
259,484
132
$11.2M 0.19%
301,495
+142,857
133
$11.2M 0.19%
405,958
+225,079
134
$10.9M 0.18%
91,637
+8,076
135
$10.4M 0.18%
191,294
136
$9.91M 0.17%
166,536
137
$9.89M 0.17%
205,100
+200,000
138
$9.71M 0.16%
58,328
+8,200
139
$9.28M 0.16%
1,254,147
-99,051
140
$8.92M 0.15%
111,428
141
$8.14M 0.14%
156,598
142
$7.21M 0.12%
69,741
+4,000
143
$6.64M 0.11%
80,696
144
$6.02M 0.1%
131,434
145
$4.33M 0.07%
46,650
146
$4.14M 0.07%
69,822
147
$4.1M 0.07%
75,531
-43,351
148
$3.87M 0.07%
32,794
+1,102
149
$3.26M 0.06%
86,094
150
$3.15M 0.05%
24,476
+1,500
4 5
6
7 8