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
676
$3.79M 0.01%
280,313
-127,956
677
$3.77M 0.01%
35,435
-31,140
678
$3.77M 0.01%
58,797
+8,964
679
$3.76M 0.01%
220,300
+84,100
680
$3.73M 0.01%
126,979
-107,595
681
$3.73M 0.01%
175,000
-10,000
682
$3.7M 0.01%
115,068
-166,632
683
$3.67M 0.01%
97,694
684
$3.65M 0.01%
60,354
+30,083
685
$3.63M 0.01%
38,062
-1,551
686
$3.61M 0.01%
46,277
-693
687
$3.6M 0.01%
231,251
+65,577
688
$3.6M 0.01%
2,500
689
$3.6M 0.01%
117,261
+115,200
690
$3.58M 0.01%
27,200
691
$3.58M 0.01%
102,196
-2,635
692
$3.56M 0.01%
+180,000
693
$3.55M 0.01%
+65,151
694
$3.54M 0.01%
188,674
-72,875
695
$3.54M 0.01%
92,105
-575
696
$3.51M 0.01%
37,229
-3,935
697
$3.51M 0.01%
237,473
+31,276
698
$3.5M 0.01%
21,208
-500
699
$3.5M 0.01%
50,372
+2,008
700
$3.48M 0.01%
12,426
-20,145
26 27
28
29 30