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
701
$3.15M 0.01%
160,234
+2,011
702
$3.15M 0.01%
216,284
+204,045
703
$3.13M 0.01%
46,440
+5,152
704
$3.13M 0.01%
9,300
-1,640
705
$3.13M 0.01%
165,674
-13,951
706
$3.12M 0.01%
197,525
+44,878
707
$3.11M 0.01%
108,801
-6,579
708
$3.1M 0.01%
27,664
-564
709
$3.1M 0.01%
26,558
-796
710
$3.08M 0.01%
71,499
+20,705
711
$3.06M 0.01%
99,056
+12,567
712
$3.06M 0.01%
21,245
-5,915
713
$3.06M 0.01%
300,000
714
$3.05M 0.01%
3,377
+258
715
$3.04M 0.01%
56,829
+3,599
716
$3.04M 0.01%
+39,000
717
$3.03M 0.01%
91,909
+686
718
$3.03M 0.01%
160,225
+81,463
719
$3.03M 0.01%
119,752
-9,967
720
$3.03M 0.01%
52,514
-2,276
721
$3M 0.01%
404,490
-53,860
722
$3M 0.01%
+100,000
723
$3M 0.01%
49,833
-7,423
724
$2.99M 0.01%
82,220
-2,979
725
$2.98M 0.01%
52,663
+4,969
27 28
29
30 31