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
1
$207M 3.54%
2,358,818
+170,695
2
$145M 2.47%
880,279
+109,618
3
$140M 2.39%
4,858,448
+44,211
4
$104M 1.77%
2,614,520
-722,920
5
$90.1M 1.54%
3,543,544
+179,704
6
$86.8M 1.48%
2,310,988
-407,606
7
$86M 1.47%
527,377
+185,318
8
$85.9M 1.47%
1,746,671
-200,494
9
$83.9M 1.43%
594,762
+141,651
10
$83.2M 1.42%
2,872,792
-892,320
11
$83.2M 1.42%
3,763,399
-1,122,407
12
$79.9M 1.37%
942,173
-165,676
13
$75.6M 1.29%
553,472
+58,028
14
$75.3M 1.29%
1,117,685
+146,614
15
$74.9M 1.28%
595,422
+33,528
16
$73.9M 1.26%
1,689,340
+625,468
17
$73.5M 1.26%
556,366
-57,465
18
$73.2M 1.25%
2,301,204
-177,582
19
$71.9M 1.23%
994,245
-137,349
20
$71.6M 1.22%
986,273
+24,356
21
$70.9M 1.21%
1,066,717
+155,420
22
$70.8M 1.21%
4,673,841
+746,147
23
$70.6M 1.21%
809,572
+94,411
24
$69.7M 1.19%
1,294,158
-19,191
25
$69.6M 1.19%
459,472
+83,336
1
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