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
$2.96B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$32.9M
3
+$23.1M
4
IPGP icon
IPG Photonics
IPGP
+$22M
5
MASI icon
Masimo
MASI
+$19.7M

Top Sells

1
+$30.7M
2
+$23M
3
+$21.4M
4
PSX icon
Phillips 66
PSX
+$19.3M
5
FMX icon
Fomento Económico Mexicano
FMX
+$17.7M

Sector Composition

1 Financials 18.71%
2 Industrials 17.36%
3 Consumer Discretionary 12.51%
4 Technology 11.97%
5 Materials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.08M 0.04%
30,854
152
$1M 0.03%
17,500
153
$994K 0.03%
11,680
154
$970K 0.03%
7,300
155
$967K 0.03%
18,669
156
$961K 0.03%
10,500
-1,300
157
$957K 0.03%
21,357
158
$945K 0.03%
15,500
-1,984
159
$896K 0.03%
15,849
160
$817K 0.03%
+7,200
161
$812K 0.03%
14,667
+4,400
162
$808K 0.03%
+25,977
163
$784K 0.03%
11,601
164
$766K 0.03%
7,850
+2,000
165
$746K 0.03%
29,221
+8,699
166
$741K 0.03%
9,800
-1,500
167
$684K 0.02%
10,600
-1,800
168
$615K 0.02%
9,500
169
$570K 0.02%
8,200
170
$556K 0.02%
15,363
171
$551K 0.02%
7,700
172
$538K 0.02%
8,000
173
$524K 0.02%
14,400
174
$505K 0.02%
3,800
175
$504K 0.02%
12,200
5 6
7
8 9