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
$45.7B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,228
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$146M
3
+$124M
4
GEV icon
GE Vernova
GEV
+$115M
5
BMO icon
Bank of Montreal
BMO
+$106M

Top Sells

1
+$160M
2
+$146M
3
+$124M
4
MS icon
Morgan Stanley
MS
+$110M
5
BCE icon
BCE
BCE
+$80.3M

Sector Composition

1 Technology 20.57%
2 Healthcare 15.8%
3 Financials 14.37%
4 Industrials 10.82%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7.97M 0.02%
98,828
602
$7.95M 0.02%
237,314
+159,655
603
$7.9M 0.02%
45,859
+7,865
604
$7.86M 0.02%
109,627
+2,212
605
$7.85M 0.02%
65,099
-3,872
606
$7.83M 0.02%
139,406
+112,780
607
$7.79M 0.02%
58,907
+4,147
608
$7.78M 0.02%
125,848
+27,916
609
$7.78M 0.02%
1,003,473
+295,997
610
$7.75M 0.02%
7,353
-3,243
611
$7.72M 0.02%
176,893
+27,537
612
$7.7M 0.02%
472,256
-42,468
613
$7.64M 0.02%
348,570
-30,363
614
$7.63M 0.02%
25,821
+597
615
$7.59M 0.02%
147,787
-20,063
616
$7.54M 0.02%
1,167,713
+18,372
617
$7.54M 0.02%
643,448
-225,539
618
$7.51M 0.02%
586,430
+106,766
619
$7.49M 0.02%
630,500
-368,100
620
$7.44M 0.02%
58,932
-39,279
621
$7.35M 0.02%
200,285
+2,856
622
$7.31M 0.02%
69,118
+6,404
623
$7.3M 0.02%
10,530
-10,866
624
$7.28M 0.02%
29,507
-39,911
625
$7.27M 0.02%
424,209
-9,865
23 24
25
26 27