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
626
$4.39M 0.01%
64,571
-1,299
627
$4.37M 0.01%
112,000
628
$4.35M 0.01%
1,317,121
-19,508
629
$4.32M 0.01%
110,725
+31,344
630
$4.32M 0.01%
144,300
631
$4.32M 0.01%
547,300
632
$4.31M 0.01%
34,444
+3,095
633
$4.29M 0.01%
114,000
+14,000
634
$4.27M 0.01%
33,833
+21,319
635
$4.27M 0.01%
89,660
+13,696
636
$4.27M 0.01%
85,166
+3,284
637
$4.26M 0.01%
184,672
-80,875
638
$4.25M 0.01%
28,675
-2,707
639
$4.25M 0.01%
75,878
-5,160
640
$4.24M 0.01%
302,006
+42,462
641
$4.23M 0.01%
+12,623
642
$4.21M 0.01%
135,328
-6,817
643
$4.18M 0.01%
37,653
-1,321
644
$4.17M 0.01%
109,442
+48,830
645
$4.17M 0.01%
200,000
646
$4.13M 0.01%
57,264
+9,127
647
$4.11M 0.01%
10,652
648
$4.11M 0.01%
213,000
-35,000
649
$4.08M 0.01%
96,960
+18,875
650
$4.04M 0.01%
50,553
+2,116
24 25
26
27 28