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
751
$2.92M 0.01%
83,588
+17,451
752
$2.92M 0.01%
214,343
753
$2.89M 0.01%
101,164
+26,618
754
$2.88M 0.01%
58,099
+1,270
755
$2.87M 0.01%
155,000
-20,000
756
$2.87M 0.01%
+37,418
757
$2.86M 0.01%
98,998
+20,137
758
$2.85M 0.01%
27,484
+6,170
759
$2.84M 0.01%
64,235
-73,293
760
$2.84M 0.01%
102,149
-42,355
761
$2.83M 0.01%
10,816
-1,056
762
$2.82M 0.01%
100,843
+96,133
763
$2.78M 0.01%
117,701
+66,060
764
$2.78M 0.01%
45,484
-2,739
765
$2.78M 0.01%
52,835
-9,028
766
$2.75M 0.01%
73,102
+4,737
767
$2.75M 0.01%
6,064
+17
768
$2.74M 0.01%
121,574
+17,570
769
$2.72M 0.01%
31,348
-1,427
770
$2.72M 0.01%
49,717
+577
771
$2.71M 0.01%
85,755
+2,055
772
$2.71M 0.01%
55,099
-217,059
773
$2.71M 0.01%
95,704
-9,943
774
$2.7M 0.01%
67,736
-20,381
775
$2.69M 0.01%
120,193
+57,543
29 30
31
32 33