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
$33.3B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,269
New
Increased
Reduced
Closed

Top Buys

1
+$267M
2
+$198M
3
+$168M
4
NVS icon
Novartis
NVS
+$135M
5
MCD icon
McDonald's
MCD
+$131M

Top Sells

1
+$681M
2
+$302M
3
+$217M
4
DXCM icon
DexCom
DXCM
+$143M
5
XOM icon
Exxon Mobil
XOM
+$111M

Sector Composition

1 Healthcare 15.33%
2 Consumer Staples 15.23%
3 Communication Services 10.46%
4 Utilities 9.97%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.35M 0.02%
325,000
-39,900
502
$6.34M 0.02%
115,292
-122,236
503
$6.34M 0.02%
282,397
-23,851
504
$6.32M 0.02%
91,399
+36,502
505
$6.29M 0.02%
96,079
-36,942
506
$6.29M 0.02%
38,973
-3,204
507
$6.22M 0.02%
+575,000
508
$6.18M 0.02%
182,107
-63,920
509
$6.16M 0.02%
344,000
-115,735
510
$6.12M 0.02%
410,000
-9,579,860
511
$6.11M 0.02%
79,429
+2,350
512
$6.1M 0.02%
149,586
+19,030
513
$6.06M 0.02%
439,320
+14,242
514
$6.05M 0.02%
104,660
-12,112
515
$6.05M 0.02%
116,196
-124,010
516
$6.02M 0.02%
275,903
+226,593
517
$6.02M 0.02%
120,765
-396,440
518
$6.02M 0.02%
132,676
-169,949
519
$5.94M 0.02%
+409,350
520
$5.93M 0.02%
205,000
-20,000
521
$5.91M 0.02%
103,709
+28,854
522
$5.91M 0.02%
132,100
523
$5.86M 0.02%
539,686
-181,170
524
$5.84M 0.02%
102,757
+54,458
525
$5.84M 0.02%
235,800
+35,687
19 20
21
22 23