Federated Hermes

Federated Hermes Portfolio holdings

AUM $53.1B
1-Year Est. Return 30.23%
This Quarter Est. Return
1 Year Est. Return
+30.23%
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
51
$197M 0.43%
1,569,948
-876,318
52
$197M 0.43%
4,643,482
-50,910
53
$195M 0.43%
616,883
-13,859
54
$187M 0.41%
567,468
+349,659
55
$185M 0.41%
1,972,553
+387,178
56
$184M 0.4%
582,195
+12,287
57
$181M 0.4%
1,222,037
-275,282
58
$180M 0.39%
8,420,638
+876,624
59
$173M 0.38%
1,566,294
+219,262
60
$173M 0.38%
716,889
-102,956
61
$171M 0.37%
7,278,480
+3,457,435
62
$168M 0.37%
17,830,372
-41,830
63
$167M 0.37%
2,479,091
-122,024
64
$165M 0.36%
1,464,987
+363,814
65
$164M 0.36%
313,321
-701
66
$160M 0.35%
6,876,700
+1,322,800
67
$159M 0.35%
1,498,838
-52,716
68
$157M 0.34%
2,886,405
+471,291
69
$155M 0.34%
1,282,824
+190,817
70
$153M 0.34%
472,407
-451,711
71
$152M 0.33%
1,698,890
+88,550
72
$149M 0.33%
1,342,265
-148,545
73
$148M 0.33%
3,189,270
-863
74
$148M 0.32%
831,372
-18,211
75
$147M 0.32%
594,899
+55,578
1 2
3
4 5