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
151
$1.6M 0.03%
15,509
-770
152
$1.59M 0.03%
10,236
-215,755
153
$1.57M 0.03%
26,496
+6,950
154
$1.34M 0.02%
18,725
+1,500
155
$1.24M 0.02%
7,723
156
$1.23M 0.02%
16,562
+2,000
157
$1.05M 0.02%
39,100
+4,000
158
$1.04M 0.02%
46,783
159
$979K 0.02%
5,259
160
$928K 0.02%
2,439
161
$924K 0.02%
7,452
162
$922K 0.02%
8,859
163
$921K 0.02%
10,732
164
$916K 0.02%
7,479
165
$902K 0.02%
19,750
166
$899K 0.02%
36,500
167
$882K 0.02%
16,089
168
$878K 0.02%
30,400
169
$876K 0.02%
12,300
170
$866K 0.01%
10,463
171
$848K 0.01%
19,130
172
$839K 0.01%
4,658
173
$772K 0.01%
8,939
174
$758K 0.01%
7,537
175
$752K 0.01%
8,400
5 6
7
8 9