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
726
$2.96M 0.01%
270,928
-55,236
727
$2.96M 0.01%
48,214
-1,119
728
$2.96M 0.01%
104,247
-4,719
729
$2.96M 0.01%
+78,085
730
$2.92M 0.01%
69,513
-5,250
731
$2.88M 0.01%
54,587
-1,767
732
$2.87M 0.01%
34,987
-20,910
733
$2.86M 0.01%
33,745
-50,968
734
$2.86M 0.01%
61,863
-980
735
$2.86M 0.01%
78,090
+9,005
736
$2.85M 0.01%
15,636
+1,725
737
$2.83M 0.01%
117,494
-89,722
738
$2.81M 0.01%
238,753
+120,944
739
$2.81M 0.01%
37,998
-534
740
$2.81M 0.01%
39,726
+5,244
741
$2.8M 0.01%
51,602
+7,395
742
$2.79M 0.01%
462,350
-92,210
743
$2.78M 0.01%
123,946
-4,648
744
$2.78M 0.01%
20,957
+6,250
745
$2.76M 0.01%
+100,000
746
$2.76M 0.01%
70,565
-290
747
$2.75M 0.01%
80,998
+12,089
748
$2.74M 0.01%
103,108
-672
749
$2.73M 0.01%
54,870
+20,241
750
$2.73M 0.01%
17,799
-5,731
28 29
30
31 32