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
626
$7.22M 0.02%
101,243
+819
627
$7.21M 0.02%
66,738
+6,843
628
$7.18M 0.02%
140,927
-66,435
629
$7.06M 0.02%
1,024,360
-177,622
630
$7M 0.02%
39,561
-18,303
631
$6.98M 0.02%
109,408
-54,560
632
$6.97M 0.02%
110,604
+3,014
633
$6.89M 0.02%
30,805
-29,493
634
$6.87M 0.02%
60,283
-8,226
635
$6.87M 0.02%
492,922
-8,909
636
$6.86M 0.02%
168,037
+73,406
637
$6.82M 0.01%
20,514
-316
638
$6.8M 0.01%
97,921
-12,049
639
$6.78M 0.01%
44,945
-38,562
640
$6.78M 0.01%
31,910
-62
641
$6.73M 0.01%
48,004
-23,246
642
$6.72M 0.01%
18,719
-1,788
643
$6.68M 0.01%
14,241
+11,943
644
$6.67M 0.01%
164,796
+16,945
645
$6.64M 0.01%
176,624
-3
646
$6.62M 0.01%
142,893
+1,823
647
$6.6M 0.01%
+179,958
648
$6.51M 0.01%
190,741
+3,022
649
$6.49M 0.01%
779,298
-40,223
650
$6.46M 0.01%
166,672
+7,095
24 25
26
27 28