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
126
$11.9M 0.2%
689,774
-1,381,660
127
$11.9M 0.2%
375,789
-264,557
128
$11.3M 0.19%
236,100
+31,000
129
$10.1M 0.17%
281,169
-20,326
130
$9.28M 0.16%
165,140
-429,438
131
$9.15M 0.16%
1,254,147
132
$9.07M 0.16%
135,165
-189,211
133
$8.5M 0.15%
110,189
-443,032
134
$7.85M 0.13%
146,634
-9,964
135
$7.55M 0.13%
97,291
-14,137
136
$6.31M 0.11%
66,604
-3,137
137
$5.4M 0.09%
35,198
-23,130
138
$5.23M 0.09%
50,210
+3,560
139
$4.93M 0.08%
75,531
140
$4.39M 0.08%
60,814
-9,008
141
$4.02M 0.07%
+64,631
142
$3.78M 0.06%
32,794
143
$3.7M 0.06%
75,787
-10,307
144
$3.46M 0.06%
62,407
-128,887
145
$3.28M 0.06%
24,476
146
$2.3M 0.04%
129,870
-1,790,650
147
$2.13M 0.04%
25,372
+2,910
148
$1.98M 0.03%
61,607
+1,721
149
$1.65M 0.03%
87,506
+17,177
150
$1.64M 0.03%
25,115
-581,287
4 5
6
7 8