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
651
$4.03M 0.01%
651,488
+9,490
652
$4.03M 0.01%
163,505
+6,082
653
$4.03M 0.01%
86,464
-156,746
654
$4.03M 0.01%
262,436
+46,152
655
$4.02M 0.01%
78,050
+6,000
656
$4.02M 0.01%
79,633
+8,225
657
$3.99M 0.01%
262,407
+6,817
658
$3.99M 0.01%
300,000
659
$3.98M 0.01%
78,567
+75
660
$3.96M 0.01%
77,446
-8
661
$3.95M 0.01%
65,146
-1,413
662
$3.94M 0.01%
3,310
-67
663
$3.94M 0.01%
71,515
+8,812
664
$3.91M 0.01%
12,430
+3,130
665
$3.9M 0.01%
184,308
+724
666
$3.88M 0.01%
52,145
+12,419
667
$3.88M 0.01%
120,000
668
$3.87M 0.01%
41,576
-819
669
$3.85M 0.01%
51,707
-353,840
670
$3.84M 0.01%
69,205
+17,714
671
$3.82M 0.01%
113,106
+21,197
672
$3.82M 0.01%
40,873
+1,373
673
$3.82M 0.01%
142,847
+7,407
674
$3.81M 0.01%
41,586
-343,658
675
$3.79M 0.01%
57,289
+11,319
25 26
27
28 29