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
201
$456K 0.01%
6,700
202
$449K 0.01%
4,900
203
$447K 0.01%
2,600
204
$443K 0.01%
8,343
205
$442K 0.01%
4,375
206
$428K 0.01%
7,600
207
$423K 0.01%
9,076
208
$411K 0.01%
6,000
209
$392K 0.01%
30,500
210
$388K 0.01%
5,600
-1,000
211
$385K 0.01%
8,700
212
$375K 0.01%
5,900
213
$354K 0.01%
4,700
214
$353K 0.01%
8,900
215
$335K 0.01%
8,600
216
$328K 0.01%
10,000
217
$320K 0.01%
5,284
218
$314K 0.01%
6,600
219
$307K 0.01%
5,000
220
$288K 0.01%
5,100
221
$259K 0.01%
3,100
222
$256K 0.01%
8,000
223
$255K 0.01%
3,000
224
$238K 0.01%
3,100
225
– –
-7,800
6 7 8
9
10