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
526
$11.4M 0.03%
44,447
+685
527
$11.3M 0.02%
58,015
-1,287
528
$11.3M 0.02%
301,430
-5,046
529
$11.3M 0.02%
1,372,593
+1,306,778
530
$11.3M 0.02%
+569,139
531
$11.3M 0.02%
55,461
+24,042
532
$11.1M 0.02%
539,276
+10,291
533
$11.1M 0.02%
153,080
+8,810
534
$10.8M 0.02%
86,859
+1,161
535
$10.7M 0.02%
99,869
-181,634
536
$10.6M 0.02%
124,978
+44,278
537
$10.5M 0.02%
351,565
+15,050
538
$10.5M 0.02%
817,359
+78,377
539
$10.5M 0.02%
58,975
-3,875
540
$10.5M 0.02%
647,961
+282,110
541
$10.4M 0.02%
78,389
-3,501
542
$10.3M 0.02%
631,465
-131,945
543
$10.3M 0.02%
746,177
+341,274
544
$10.3M 0.02%
104,157
-31,001
545
$10.2M 0.02%
267,061
-266,502
546
$10.2M 0.02%
354,249
-130,524
547
$10.1M 0.02%
139,297
+165
548
$10M 0.02%
33,400
-57
549
$9.93M 0.02%
404,135
-351,951
550
$9.91M 0.02%
121,033
+171
20 21
22
23 24