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
601
$4.75M 0.01%
82,262
-33,934
602
$4.74M 0.01%
108,683
-23,993
603
$4.71M 0.01%
44,097
-6,382
604
$4.69M 0.01%
+300,000
605
$4.65M 0.01%
127,377
-431,683
606
$4.63M 0.01%
+174,115
607
$4.63M 0.01%
32,000
+637
608
$4.61M 0.01%
626,359
+40,488
609
$4.6M 0.01%
175,208
-12,292
610
$4.6M 0.01%
270,382
-111,248
611
$4.58M 0.01%
230,482
+32,957
612
$4.56M 0.01%
142,441
-16,807
613
$4.56M 0.01%
219,547
+2,594
614
$4.52M 0.01%
83,357
+1,840
615
$4.5M 0.01%
141,458
-34,010
616
$4.5M 0.01%
143,226
-9,502
617
$4.49M 0.01%
216,904
-24,802
618
$4.47M 0.01%
64,604
+13,006
619
$4.47M 0.01%
90,566
-12,656
620
$4.47M 0.01%
23,069
+148
621
$4.47M 0.01%
71,542
+6,503
622
$4.45M 0.01%
57,030
-116,346
623
$4.42M 0.01%
450,652
+286,377
624
$4.41M 0.01%
303,987
-133,350
625
$4.39M 0.01%
162,988
+20,060
23 24
25
26 27