Federated Hermes

Federated Hermes Portfolio holdings

AUM $53.1B
1-Year Est. Return 30.23%
This Quarter Est. Return
1 Year Est. Return
+30.23%
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
26
$299M 0.66%
809,935
-49,703
27
$296M 0.65%
278,784
-1,543
28
$294M 0.64%
1,490,780
-36,500
29
$289M 0.63%
1,015,562
-35,943
30
$288M 0.63%
491,785
+62,473
31
$276M 0.6%
517,669
+27,914
32
$275M 0.6%
4,418,589
+675,135
33
$267M 0.59%
11,736,735
-2,548,568
34
$266M 0.58%
1,752,560
+282,071
35
$258M 0.56%
3,399,181
-2,112,073
36
$256M 0.56%
7,889,039
-65,567
37
$245M 0.54%
547,669
+77,651
38
$242M 0.53%
1,574,695
+547,037
39
$241M 0.53%
2,925,477
-27,186
40
$224M 0.49%
5,085,640
+1,080,789
41
$223M 0.49%
288,387
-80,131
42
$218M 0.48%
1,554,288
-113,258
43
$218M 0.48%
2,023,359
+1,506,600
44
$214M 0.47%
1,500,868
+313,936
45
$213M 0.47%
1,874,256
+715,212
46
$211M 0.46%
3,434,216
+73,066
47
$205M 0.45%
1,624,016
+33,292
48
$203M 0.44%
2,679,035
+524,438
49
$202M 0.44%
339,063
+69,567
50
$198M 0.43%
467,838
+51,771
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