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
151
$1.88M 0.04%
31,000
+3,000
152
$1.86M 0.04%
16,301
-900
153
$1.83M 0.04%
96,852
+16,000
154
$1.82M 0.04%
22,275
155
$1.8M 0.04%
29,916
+2,000
156
$1.79M 0.04%
33,000
+5,100
157
$1.77M 0.04%
16,839
158
$1.69M 0.04%
17,225
+2,100
159
$1.64M 0.04%
+48,114
160
$1.09M 0.03%
14,562
161
$1.06M 0.02%
42,915
-6,620
162
$1.06M 0.02%
8,943
163
$1.01M 0.02%
19,546
-5,000
164
$962K 0.02%
11,696
165
$959K 0.02%
12,300
+8,000
166
$957K 0.02%
11,079
167
$942K 0.02%
10,732
168
$936K 0.02%
19,750
169
$892K 0.02%
2,439
170
$886K 0.02%
+10,463
171
$870K 0.02%
5,259
172
$821K 0.02%
10,439
173
$804K 0.02%
14,175
174
$797K 0.02%
8,400
175
$794K 0.02%
7,452
5 6
7
8 9