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
526
$5.8M 0.02%
408,269
-33,588
527
$5.76M 0.02%
461,807
+74,155
528
$5.73M 0.02%
72,786
-28,070
529
$5.73M 0.02%
373,495
+26
530
$5.69M 0.02%
351,198
-52,902
531
$5.68M 0.02%
117,322
-221,248
532
$5.64M 0.02%
176,260
+124,506
533
$5.59M 0.02%
110,095
-12,652
534
$5.57M 0.02%
112,400
-66,662
535
$5.54M 0.02%
97,901
+45,801
536
$5.52M 0.02%
200,992
+18,112
537
$5.52M 0.02%
48,147
-3,756
538
$5.49M 0.02%
203,618
-48,830
539
$5.47M 0.02%
122,215
-12,491
540
$5.46M 0.02%
196,000
-6,172
541
$5.45M 0.02%
+1,086,520
542
$5.45M 0.02%
236,027
-149
543
$5.44M 0.02%
142,979
-290
544
$5.36M 0.02%
1,630,000
545
$5.33M 0.02%
133,150
+83,150
546
$5.31M 0.02%
81,038
+3,177
547
$5.31M 0.02%
137,528
+15,133
548
$5.28M 0.02%
96,467
+24,153
549
$5.21M 0.02%
365,390
+49,440
550
$5.16M 0.02%
92,720
-3,790
20 21
22
23 24