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
501
$13.3M 0.03%
170,397
-3,392
502
$13.3M 0.03%
436,976
-25,991
503
$13M 0.03%
6,484,221
-4,171,133
504
$13M 0.03%
212,529
+4,322
505
$12.9M 0.03%
354,923
+45,673
506
$12.8M 0.03%
492,982
+169,752
507
$12.7M 0.03%
136,792
+76,268
508
$12.7M 0.03%
+181,261
509
$12.5M 0.03%
987,384
+778,032
510
$12.5M 0.03%
1,951,339
+47,058
511
$12.5M 0.03%
13,268
+1,599
512
$12.5M 0.03%
111,388
-107,876
513
$12.4M 0.03%
1,552,636
-223,756
514
$12.3M 0.03%
36,480
-50,004
515
$12.1M 0.03%
510,000
-15,000
516
$12M 0.03%
339,877
+9,832
517
$12M 0.03%
156,094
+91,430
518
$11.7M 0.03%
197,008
+12,268
519
$11.7M 0.03%
82,087
-19,093
520
$11.6M 0.03%
668,315
+44,500
521
$11.6M 0.03%
31,534
-18,901
522
$11.5M 0.03%
361,966
-40,762
523
$11.5M 0.03%
118,499
+110,191
524
$11.5M 0.03%
299,055
-43,389
525
$11.5M 0.03%
629,990
+254,822
19 20
21
22 23