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
1
$150M 3.48%
720,496
+194,589
2
$101M 2.34%
976,320
+17,500
3
$90.8M 2.11%
629,036
+5,500
4
$87.7M 2.03%
3,732,998
-240,161
5
$78.8M 1.83%
348,489
+200
6
$72M 1.67%
354,644
+1,000
7
$67.7M 1.57%
1,505,423
+15,600
8
$65.5M 1.52%
830,535
+39,400
9
$62.3M 1.45%
1,146,005
+11,200
10
$60.7M 1.41%
452,185
+5,600
11
$59.5M 1.38%
1,116,972
+11,928
12
$57.5M 1.33%
1,849,116
+70,800
13
$56.3M 1.31%
133,388
+10,050
14
$55.2M 1.28%
1,440,896
15
$55.1M 1.28%
1,572,246
+120,600
16
$53.1M 1.23%
741,738
+8,000
17
$52M 1.21%
466,719
+8,600
18
$49.1M 1.14%
521,963
-36,000
19
$47.3M 1.1%
785,590
+189,997
20
$46.7M 1.08%
1,154,956
+136,544
21
$46.1M 1.07%
679,221
+102,524
22
$46M 1.07%
1,694,575
+43,982
23
$45.3M 1.05%
884,832
+2,000
24
$44.4M 1.03%
747,798
+57,000
25
$43.1M 1%
898,401
+158,843
1
2 3 4 5