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
$35B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$113M
3
+$111M
4
D icon
Dominion Energy
D
+$104M
5
PEG icon
Public Service Enterprise Group
PEG
+$98.7M

Top Sells

1
+$258M
2
+$239M
3
+$196M
4
SO icon
Southern Company
SO
+$137M
5
UL icon
Unilever
UL
+$111M

Sector Composition

1 Healthcare 15.28%
2 Consumer Staples 13.67%
3 Utilities 10.28%
4 Communication Services 10.06%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.04M 0.02%
70,425
+33,017
527
$6.03M 0.02%
173,451
-15,538
528
$6.03M 0.02%
196,000
529
$5.99M 0.02%
84,794
-208,968
530
$5.95M 0.02%
171,254
-99,326
531
$5.92M 0.02%
75,422
-4,007
532
$5.92M 0.02%
164,117
-66,888
533
$5.91M 0.02%
208,551
-35,439
534
$5.89M 0.02%
107,910
+101,555
535
$5.85M 0.02%
317,225
-122,095
536
$5.84M 0.02%
658,818
+181,888
537
$5.79M 0.02%
117,322
538
$5.75M 0.02%
474,431
-303,022
539
$5.68M 0.02%
104,521
-1,401,684
540
$5.68M 0.02%
93,542
-4,359
541
$5.67M 0.02%
152,500
+139,838
542
$5.64M 0.02%
200,110
-3,508
543
$5.62M 0.02%
138,525
+60,435
544
$5.62M 0.02%
94,839
+71,208
545
$5.61M 0.02%
50,647
-15,752
546
$5.55M 0.02%
152,500
547
$5.55M 0.02%
+200,000
548
$5.47M 0.02%
415,687
+112,782
549
$5.46M 0.02%
93,040
-32,202
550
$5.46M 0.02%
67,661
+67,165
20 21
22
23 24