Federated Hermes

Federated Hermes Portfolio holdings

AUM $56.6B
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.7B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,228
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$146M
3
+$124M
4
GEV icon
GE Vernova
GEV
+$115M
5
BMO icon
Bank of Montreal
BMO
+$106M

Top Sells

1
+$160M
2
+$146M
3
+$124M
4
MS icon
Morgan Stanley
MS
+$110M
5
BCE icon
BCE
BCE
+$80.3M

Sector Composition

1 Technology 20.57%
2 Healthcare 15.8%
3 Financials 14.37%
4 Industrials 10.82%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$34.9M 0.08%
546,651
+162,495
302
$34.7M 0.08%
1,014,166
+104,533
303
$34.3M 0.08%
53,999
+10,628
304
$34.3M 0.08%
643,349
+305,793
305
$34.2M 0.07%
81,657
+1,386
306
$33.9M 0.07%
498,909
-2,339
307
$33.1M 0.07%
173,962
-23,385
308
$32.9M 0.07%
331,975
+2,883
309
$32.9M 0.07%
180,051
-82,896
310
$32.8M 0.07%
271,155
-272,783
311
$32.6M 0.07%
278,188
-35,977
312
$32.5M 0.07%
631,070
-62,380
313
$32.2M 0.07%
458,551
+963
314
$32.2M 0.07%
102,786
+101,401
315
$32.2M 0.07%
644,800
+231,800
316
$32M 0.07%
206,467
-23,205
317
$31.7M 0.07%
604,747
+4,747
318
$31.7M 0.07%
449,869
-11,375
319
$31.5M 0.07%
259,096
-21,300
320
$31.4M 0.07%
2,077,143
-7,361
321
$31.2M 0.07%
1,797,666
-2,887,799
322
$30.6M 0.07%
823,487
-1,123,613
323
$30.2M 0.07%
721,000
-8,330
324
$30.1M 0.07%
498,276
-59,123
325
$29.4M 0.06%
962,722
+99,072
11 12
13
14 15