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
$4.43B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$89.1M
2
+$26.6M
3
+$26.4M
4
EDU icon
New Oriental
EDU
+$26.3M
5
BR icon
Broadridge
BR
+$22M

Top Sells

1
+$52.9M
2
+$30.8M
3
+$25.3M
4
ARG
Airgas Inc
ARG
+$21.1M
5
JOE icon
St. Joe Company
JOE
+$20.5M

Sector Composition

1 Financials 19.66%
2 Healthcare 14.92%
3 Technology 14.56%
4 Industrials 13.86%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.42M 0.05%
18,333
152
$2.12M 0.05%
31,078
+9,493
153
$1.95M 0.04%
54,059
-3,765
154
$1.74M 0.04%
17,225
155
$1.55M 0.03%
15,879
156
$1.31M 0.03%
50,430
157
$1.27M 0.03%
16,009
-1,566
158
$1.01M 0.02%
19,546
159
$985K 0.02%
14,562
160
$946K 0.02%
12,300
161
$936K 0.02%
46,783
162
$933K 0.02%
10,732
163
$913K 0.02%
46,783
164
$909K 0.02%
7,723
-1,220
165
$891K 0.02%
10,463
166
$854K 0.02%
10,439
167
$831K 0.02%
2,439
168
$828K 0.02%
33,507
-10,000
169
$806K 0.02%
7,452
170
$787K 0.02%
14,177
+1,477
171
$786K 0.02%
20,300
172
$784K 0.02%
5,259
173
$727K 0.02%
8,400
174
$724K 0.02%
19,750
175
$706K 0.02%
35,100
5 6
7
8 9