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
451
$16M 0.04%
337,583
-449,141
452
$16M 0.03%
718,567
+175,969
453
$15.8M 0.03%
955,089
+18,589
454
$15.6M 0.03%
208,462
-123,147
455
$15.6M 0.03%
142,607
-7,110
456
$15.5M 0.03%
790,039
+60,993
457
$15.5M 0.03%
101,403
-1,181
458
$15.5M 0.03%
866,058
+435,748
459
$15.4M 0.03%
+72,000
460
$15.4M 0.03%
105,905
-2,526
461
$15.4M 0.03%
119,247
-7,339
462
$15.2M 0.03%
522,934
+12,913
463
$15.1M 0.03%
141,872
+31,882
464
$15M 0.03%
2,686,820
-204,376
465
$15M 0.03%
122,365
+264
466
$15M 0.03%
402,670
-692,692
467
$14.9M 0.03%
455,477
+90,531
468
$14.8M 0.03%
741,804
-37,088
469
$14.6M 0.03%
1,728,384
+27,694
470
$14.4M 0.03%
255,767
-163,953
471
$14.4M 0.03%
1,327,381
+532,549
472
$14.3M 0.03%
49,121
+10,832
473
$14.3M 0.03%
500,000
+200,000
474
$14.2M 0.03%
165,448
-32,765
475
$14.2M 0.03%
70,488
+7,453
17 18
19
20 21