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
$2.96B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$32.9M
3
+$23.1M
4
IPGP icon
IPG Photonics
IPGP
+$22M
5
MASI icon
Masimo
MASI
+$19.7M

Top Sells

1
+$30.7M
2
+$23M
3
+$21.4M
4
PSX icon
Phillips 66
PSX
+$19.3M
5
FMX icon
Fomento Económico Mexicano
FMX
+$17.7M

Sector Composition

1 Financials 18.71%
2 Industrials 17.36%
3 Consumer Discretionary 12.51%
4 Technology 11.97%
5 Materials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$350K 0.01%
8,700
202
$343K 0.01%
4,500
203
$342K 0.01%
6,200
204
$338K 0.01%
20,300
205
$333K 0.01%
5,200
206
$321K 0.01%
9,900
207
$318K 0.01%
5,100
208
$312K 0.01%
3,914
209
$311K 0.01%
6,700
210
$310K 0.01%
4,600
211
$308K 0.01%
4,200
212
$300K 0.01%
6,900
213
$295K 0.01%
5,100
-333,198
214
$290K 0.01%
8,600
215
$285K 0.01%
66,000
216
$285K 0.01%
2,500
217
$285K 0.01%
1,800
218
$284K 0.01%
8,900
219
$284K 0.01%
2,700
220
$281K 0.01%
4,800
221
$274K 0.01%
3,100
222
$271K 0.01%
5,000
223
$265K 0.01%
4,700
224
$261K 0.01%
5,200
225
$248K 0.01%
8,000
7 8
9
10 11