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
$3.89B
AUM Growth
-$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$39.2M
3
+$18.9M
4
SBNY
Signature Bank
SBNY
+$18.8M
5
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$15M

Top Sells

1
+$33.1M
2
+$32.5M
3
+$20M
4
PBR icon
Petrobras
PBR
+$18.6M
5
WTM icon
White Mountains Insurance
WTM
+$13.3M

Sector Composition

1 Financials 18.03%
2 Healthcare 15.26%
3 Technology 14.88%
4 Industrials 14.46%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$120M 3.09%
525,907
+82,917
2
$93.6M 2.41%
623,536
+7,050
3
$92.3M 2.38%
958,820
+44,944
4
$88.9M 2.29%
3,973,159
+2,376,778
5
$79.4M 2.04%
948,586
-45,162
6
$73.3M 1.89%
1,489,823
+5,300
7
$72.3M 1.86%
348,289
+9,585
8
$68.4M 1.76%
751,853
+4,336
9
$68.1M 1.75%
353,644
+1,000
10
$65.3M 1.68%
791,135
+35,566
11
$62.2M 1.6%
1,134,805
+53,915
12
$57.8M 1.49%
1,650,593
-61,030
13
$57.8M 1.49%
1,440,896
14
$56M 1.44%
446,585
+1,005
15
$55.2M 1.42%
557,963
16
$53.5M 1.38%
1,105,044
+14,995
17
$52.6M 1.35%
458,119
+19,550
18
$49.8M 1.28%
1,451,646
+61,520
19
$49.1M 1.26%
1,778,316
+1,421,164
20
$46.4M 1.19%
733,738
21
$42.8M 1.1%
568,700
+9,738
22
$42.6M 1.1%
576,697
+32,646
23
$41.9M 1.08%
123,338
-300
24
$40.6M 1.04%
383,506
+4,810
25
$39.8M 1.03%
882,832
+17,222
1
2 3 4 5