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
176
$745K 0.02%
36,500
177
$727K 0.02%
7,479
178
$684K 0.02%
5,332
179
$662K 0.02%
35,100
+14,000
180
$661K 0.02%
16,089
181
$620K 0.01%
30,400
182
$618K 0.01%
16,201
183
$562K 0.01%
10,787
+4,200
184
$560K 0.01%
4,905
185
$556K 0.01%
12,500
186
$553K 0.01%
9,865
187
$544K 0.01%
4,700
188
$527K 0.01%
7,072
189
$519K 0.01%
9,475
190
$511K 0.01%
8,200
191
$511K 0.01%
9,300
192
$508K 0.01%
2,700
193
$499K 0.01%
5,475
194
$495K 0.01%
9,400
195
$495K 0.01%
1,663
196
$487K 0.01%
21,995
197
$485K 0.01%
19,958
198
$483K 0.01%
14,800
199
$471K 0.01%
5,859
200
$461K 0.01%
20,300
6 7
8
9 10