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
751
$4.3M 0.01%
11,870
-141
752
$4.3M 0.01%
57,003
+648
753
$4.27M 0.01%
556,470
+548,560
754
$4.27M 0.01%
135,176
+45,002
755
$4.23M 0.01%
28,224
+501
756
$4.19M 0.01%
68,222
-702,631
757
$4.17M 0.01%
78,026
+2,835
758
$4.14M 0.01%
111,331
-848
759
$4.12M 0.01%
129,738
+9,369
760
$4.06M 0.01%
478,001
+477,225
761
$4.05M 0.01%
51,264
+956
762
$4.04M 0.01%
91,157
+1,316
763
$4.03M 0.01%
119,052
-175,377
764
$3.99M 0.01%
38,658
+38,331
765
$3.93M 0.01%
130,688
+26,887
766
$3.93M 0.01%
44,453
+19,268
767
$3.92M 0.01%
129,625
-97
768
$3.91M 0.01%
115,135
+1,430
769
$3.9M 0.01%
58,562
-3,046
770
$3.9M 0.01%
49,849
+46,674
771
$3.87M 0.01%
17,523
-69,258
772
$3.85M 0.01%
13,169
+1,104
773
$3.84M 0.01%
47,805
-47,543
774
$3.84M 0.01%
142,079
+32,438
775
$3.84M 0.01%
111,378
-15,427
29 30
31
32 33