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
651
$6.44M 0.01%
369,493
+299,103
652
$6.42M 0.01%
249,605
+5,596
653
$6.35M 0.01%
74,829
-14,340
654
$6.28M 0.01%
5,131
+339
655
$6.28M 0.01%
80,713
-282,160
656
$6.24M 0.01%
147,369
+2,928
657
$6.22M 0.01%
488,100
-135,411
658
$6.17M 0.01%
680,752
-1,354
659
$6.1M 0.01%
1,278,126
+21,767
660
$6.04M 0.01%
141,939
+124,938
661
$6.03M 0.01%
55,253
-366,499
662
$6M 0.01%
1,105,779
+430,432
663
$5.99M 0.01%
532,555
+132,635
664
$5.98M 0.01%
88,692
+30,762
665
$5.94M 0.01%
17,492
-119
666
$5.89M 0.01%
25,379
-1,287
667
$5.86M 0.01%
366,784
+2,273
668
$5.86M 0.01%
+69,137
669
$5.82M 0.01%
25,725
+8,656
670
$5.81M 0.01%
46,654
-1,175
671
$5.76M 0.01%
435,034
-107,719
672
$5.69M 0.01%
536,602
+86,243
673
$5.68M 0.01%
1,139,093
-59,289
674
$5.68M 0.01%
261,472
+2,056
675
$5.66M 0.01%
16,922
+16,319
25 26
27
28 29