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
176
$752K 0.01%
33,507
177
$750K 0.01%
11,129
178
$733K 0.01%
20,300
179
$732K 0.01%
16,201
180
$688K 0.01%
7,072
181
$686K 0.01%
9,300
182
$667K 0.01%
9,865
183
$647K 0.01%
5,332
184
$617K 0.01%
9,400
185
$602K 0.01%
4,700
186
$595K 0.01%
12,500
187
$578K 0.01%
5,475
188
$548K 0.01%
7,600
189
$532K 0.01%
17,076
190
$515K 0.01%
21,995
191
$507K 0.01%
6,700
192
$493K 0.01%
12,480
193
$491K 0.01%
4,905
194
$482K 0.01%
2,014
195
$476K 0.01%
2,600
196
$470K 0.01%
14,800
197
$464K 0.01%
5,000
198
$447K 0.01%
6,500
-327,618
199
$446K 0.01%
14,175
200
$428K 0.01%
6,000
6 7
8
9 10