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
201
$411K 0.01%
8,200
202
$404K 0.01%
8,600
203
$403K 0.01%
5,900
204
$393K 0.01%
+7,261
205
$382K 0.01%
6,600
206
$380K 0.01%
5,507
207
$367K 0.01%
4,950
208
$365K 0.01%
5,600
209
$354K 0.01%
30,500
210
$349K 0.01%
1,663
211
$348K 0.01%
4,700
212
$345K 0.01%
7,684
213
$336K 0.01%
5,284
214
$332K 0.01%
8,400
215
$325K 0.01%
+6,390
216
$321K 0.01%
+1,380
217
$303K 0.01%
+3,400
218
$278K ﹤0.01%
8,000
219
$272K ﹤0.01%
2,327
-230,104
220
$270K ﹤0.01%
8,900
221
$267K ﹤0.01%
1,670
222
$260K ﹤0.01%
3,100
223
$249K ﹤0.01%
8,400
224
$235K ﹤0.01%
2,321
225
$234K ﹤0.01%
45,539
+12,993
6 7 8
9
10