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
651
$3.63M 0.01%
+200,000
652
$3.62M 0.01%
133,501
+129,872
653
$3.61M 0.01%
142,145
+11,876
654
$3.61M 0.01%
129,791
655
$3.56M 0.01%
65,397
-1,592
656
$3.56M 0.01%
66,559
-2,168
657
$3.56M 0.01%
39,500
-1,217
658
$3.55M 0.01%
10,652
-42
659
$3.55M 0.01%
21,708
-897
660
$3.55M 0.01%
207,772
-1,288
661
$3.54M 0.01%
66,627
+17,679
662
$3.53M 0.01%
31,349
-98,392
663
$3.53M 0.01%
2,116
-148
664
$3.52M 0.01%
48,137
-3,160
665
$3.52M 0.01%
32,622
-82,631
666
$3.52M 0.01%
71,408
-4,457
667
$3.52M 0.01%
72,050
668
$3.51M 0.01%
104,831
-6,951
669
$3.5M 0.01%
2,500
670
$3.49M 0.01%
39,613
-8,228
671
$3.48M 0.01%
41,164
+9,517
672
$3.48M 0.01%
144,300
+58,300
673
$3.45M 0.01%
41,001
-7,176
674
$3.42M 0.01%
42,319
+1,830
675
$3.4M 0.01%
37,449
-146
25 26
27
28 29