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
551
$5.15M 0.02%
21,380
-7,414
552
$5.13M 0.02%
115,647
-3,891
553
$5.09M 0.02%
86,564
-11,457
554
$5.09M 0.02%
152,500
-4
555
$5.07M 0.02%
175,468
-1,935
556
$5.05M 0.02%
265,547
-3,900
557
$5.05M 0.02%
261,549
-33,719
558
$5.03M 0.02%
31,591
+5,349
559
$5.03M 0.02%
39,948
-8,889
560
$5.02M 0.02%
99,897
-46,879
561
$4.99M 0.01%
248,000
-47,000
562
$4.93M 0.01%
115,652
-727
563
$4.89M 0.01%
115,200
564
$4.86M 0.01%
77,590
-46,164
565
$4.86M 0.01%
51,598
-27,784
566
$4.82M 0.01%
67,726
+782
567
$4.8M 0.01%
159,248
-4,948
568
$4.76M 0.01%
160,000
-40,000
569
$4.76M 0.01%
103,222
-2,277
570
$4.76M 0.01%
318,661
-81,016
571
$4.75M 0.01%
437,337
-85,032
572
$4.74M 0.01%
27,630
-391
573
$4.74M 0.01%
237,012
-276,365
574
$4.72M 0.01%
76,131
-2,032
575
$4.72M 0.01%
79,047
+4,259
21 22
23
24 25