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
201
$383K 0.01%
5,507
+448
202
$383K 0.01%
1,663
203
$381K 0.01%
6,000
204
$356K 0.01%
8,200
205
$347K 0.01%
4,764
206
$345K 0.01%
14,175
207
$344K 0.01%
8,400
208
$340K 0.01%
5,560
-1,310
209
$329K 0.01%
4,700
210
$327K 0.01%
+7,684
211
$326K 0.01%
6,600
212
$325K 0.01%
2,014
213
$324K 0.01%
8,600
214
$317K 0.01%
4,950
+1,250
215
$315K 0.01%
+3,870
216
$313K 0.01%
5,900
217
$289K ﹤0.01%
5,284
218
$287K ﹤0.01%
8,000
219
$278K ﹤0.01%
8,900
220
$276K ﹤0.01%
+8,400
221
$255K ﹤0.01%
1,670
222
$248K ﹤0.01%
6,204
223
$244K ﹤0.01%
3,100
224
$231K ﹤0.01%
+1,680
225
$224K ﹤0.01%
+2,321
6 7 8
9
10