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
$5.89B
AUM Growth
+$916M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$82.2M
2
+$32.7M
3
+$28.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.8M
5
COO icon
Cooper Companies
COO
+$26M

Top Sells

1
+$56.9M
2
+$51.7M
3
+$19M
4
VTRS icon
Viatris
VTRS
+$12.8M
5
UNP icon
Union Pacific
UNP
+$12.4M

Sector Composition

1 Financials 18.81%
2 Technology 15.71%
3 Healthcare 14.31%
4 Consumer Discretionary 12.81%
5 Industrials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$745K 0.01%
33,507
177
$728K 0.01%
+11,129
178
$728K 0.01%
5,332
179
$723K 0.01%
8,859
+3,000
180
$720K 0.01%
8,939
-1,500
181
$718K 0.01%
35,100
182
$705K 0.01%
16,089
183
$684K 0.01%
+7,537
184
$663K 0.01%
9,865
185
$637K 0.01%
4,700
186
$619K 0.01%
4,905
187
$604K 0.01%
9,400
188
$594K 0.01%
9,300
189
$519K 0.01%
17,076
+5,000
190
$516K 0.01%
6,700
191
$513K 0.01%
12,500
192
$492K 0.01%
21,995
193
$490K 0.01%
14,800
194
$474K 0.01%
2,600
195
$461K 0.01%
5,000
196
$430K 0.01%
7,600
197
$430K 0.01%
5,475
198
$394K 0.01%
+12,480
199
$392K 0.01%
30,500
200
$384K 0.01%
5,600
6 7
8
9 10