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
601
$4.29M 0.01%
+214,100
602
$4.28M 0.01%
37,318
+6,145
603
$4.27M 0.01%
31,363
-5,152
604
$4.23M 0.01%
120,000
605
$4.23M 0.01%
144,504
-639,704
606
$4.2M 0.01%
122,499
+67,146
607
$4.2M 0.01%
175,000
-10,000
608
$4.18M 0.01%
27,200
+4,700
609
$4.18M 0.01%
52,669
+50,880
610
$4.17M 0.01%
220,100
611
$4.06M 0.01%
525,000
612
$4.05M 0.01%
255,590
-24,527
613
$4.04M 0.01%
+81,882
614
$4.04M 0.01%
38,974
-1,522
615
$4.04M 0.01%
281,338
-79,861
616
$4.01M 0.01%
133,600
-33,216
617
$3.99M 0.01%
157,423
+57,131
618
$3.98M 0.01%
139,700
-82,400
619
$3.95M 0.01%
302,905
+76,726
620
$3.95M 0.01%
48,242
+27,541
621
$3.92M 0.01%
61,859
+12,783
622
$3.91M 0.01%
56,730
-1,250
623
$3.9M 0.01%
183,270
+32,148
624
$3.9M 0.01%
190,892
-67,084
625
$3.9M 0.01%
46,970
-2,378
23 24
25
26 27