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
376
$24.2M 0.05%
674,287
+74,968
377
$24.2M 0.05%
115,926
-31,672
378
$24M 0.05%
57,979
+1,725
379
$23.7M 0.05%
107,997
-35,040
380
$23.6M 0.05%
429,545
-1,356,601
381
$23.5M 0.05%
342,767
+240,522
382
$23.4M 0.05%
259,055
-5,119
383
$23.4M 0.05%
80,624
-24,974
384
$23.1M 0.05%
436,253
-7,558
385
$23.1M 0.05%
120,760
+12,471
386
$22.8M 0.05%
285,671
-6,534
387
$22.7M 0.05%
77,504
-14,248
388
$22.4M 0.05%
1,306,936
-320,757
389
$22.1M 0.05%
6,910
-1,117
390
$22.1M 0.05%
2,130,224
-177,667
391
$22.1M 0.05%
38,744
-51,510
392
$22M 0.05%
147,329
+14,948
393
$21.9M 0.05%
558,500
-177,700
394
$21.9M 0.05%
232,426
-2,920
395
$21.8M 0.05%
990,204
+333,283
396
$21.5M 0.05%
1,154,465
-200,200
397
$21.3M 0.05%
688,794
-44,562
398
$21.3M 0.05%
266,668
+261,761
399
$21.2M 0.05%
824,405
+816,842
400
$21.2M 0.05%
507,000
+130,000
14 15
16
17 18