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
576
$4.71M 0.01%
31,382
+2,668
577
$4.7M 0.01%
185,000
-15,000
578
$4.69M 0.01%
261,800
579
$4.69M 0.01%
547,300
580
$4.68M 0.01%
216,953
-420,916
581
$4.67M 0.01%
552,305
-45,190
582
$4.67M 0.01%
50,479
-1,562
583
$4.65M 0.01%
200,000
584
$4.62M 0.01%
100,049
-2,796
585
$4.59M 0.01%
81,517
-6,173
586
$4.59M 0.01%
25,828
-10,933
587
$4.57M 0.01%
61,559
-2,355
588
$4.53M 0.01%
7,456
-201
589
$4.53M 0.01%
238,600
590
$4.51M 0.01%
183,584
+117,021
591
$4.48M 0.01%
187,500
-79,800
592
$4.48M 0.01%
75,350
-392
593
$4.47M 0.01%
166,141
+51,202
594
$4.43M 0.01%
39,841
+1,091
595
$4.39M 0.01%
112,958
+59,189
596
$4.37M 0.01%
65,870
-1,376
597
$4.36M 0.01%
55,302
-1,183
598
$4.35M 0.01%
43,058
-1,197
599
$4.3M 0.01%
142,928
+5,885
600
$4.29M 0.01%
127,457
+72,926
22 23
24
25 26