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
551
$5.45M 0.02%
74,749
+7,023
552
$5.45M 0.02%
119,529
+48,030
553
$5.44M 0.02%
96,961
+4,241
554
$5.43M 0.02%
75,411
-720
555
$5.42M 0.02%
+69,605
556
$5.42M 0.02%
183,121
+140,064
557
$5.42M 0.02%
103,702
+26,112
558
$5.41M 0.02%
+164,700
559
$5.39M 0.02%
531,140
-8,546
560
$5.39M 0.02%
65,542
+11,576
561
$5.38M 0.02%
373,352
-143
562
$5.34M 0.02%
+178,915
563
$5.33M 0.02%
81,972
+2,925
564
$5.32M 0.02%
+54,574
565
$5.3M 0.02%
4,275
-2,200
566
$5.28M 0.02%
28,634
-2,957
567
$5.27M 0.02%
46,964
+9,515
568
$5.23M 0.01%
107,463
+7,566
569
$5.23M 0.01%
106,963
-75,144
570
$5.21M 0.01%
175,273
-987
571
$5.21M 0.01%
4,362
-2,300
572
$5.2M 0.01%
110,543
-902,676
573
$5.2M 0.01%
40,967
+1,019
574
$5.2M 0.01%
209,988
+63,714
575
$5.2M 0.01%
189,308
+6,038
21 22
23
24 25