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
726
$4.76M 0.01%
34,843
-54,079
727
$4.75M 0.01%
89,918
+73,327
728
$4.74M 0.01%
98,500
+2,255
729
$4.67M 0.01%
10,880
-2,989
730
$4.65M 0.01%
314,693
+16,613
731
$4.63M 0.01%
44,058
-10,026
732
$4.63M 0.01%
+532,177
733
$4.63M 0.01%
52,232
-3,912
734
$4.59M 0.01%
22,596
-37
735
$4.56M 0.01%
26,828
+3,665
736
$4.52M 0.01%
706,615
+16,134
737
$4.51M 0.01%
16,336
-40,291
738
$4.48M 0.01%
38,720
+1,128
739
$4.47M 0.01%
44,940
+4,111
740
$4.47M 0.01%
164,478
+14,598
741
$4.44M 0.01%
13,587
+2
742
$4.43M 0.01%
33,008
-33,011
743
$4.43M 0.01%
237,275
+5,646
744
$4.43M 0.01%
16,440
-1,056
745
$4.41M 0.01%
76,983
-27,681
746
$4.38M 0.01%
181,062
-433,282
747
$4.36M 0.01%
+298,446
748
$4.34M 0.01%
71,370
+7,316
749
$4.3M 0.01%
123,572
-248
750
$4.3M 0.01%
+77,714
28 29
30
31 32