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
776
$2.69M 0.01%
200,992
-352,711
777
$2.69M 0.01%
58,698
-9,767
778
$2.67M 0.01%
100,831
-178,548
779
$2.67M 0.01%
213,651
-2,595
780
$2.67M 0.01%
98,815
-20,937
781
$2.66M 0.01%
61,866
-203,591
782
$2.65M 0.01%
69,832
-733
783
$2.65M 0.01%
31,616
+5,314
784
$2.65M 0.01%
24,542
-2,530
785
$2.65M 0.01%
29,580
-43,206
786
$2.64M 0.01%
1,484
-225
787
$2.64M 0.01%
221,256
+62,838
788
$2.63M 0.01%
217,640
-7,752
789
$2.63M 0.01%
28,218
+22,032
790
$2.63M 0.01%
16,440
-470
791
$2.62M 0.01%
58,238
-4,005
792
$2.61M 0.01%
25,199
+14,951
793
$2.61M 0.01%
128,790
-2,247
794
$2.61M 0.01%
84,421
-19,826
795
$2.61M 0.01%
+49,411
796
$2.6M 0.01%
33,777
+1,708
797
$2.6M 0.01%
13,296
-2,340
798
$2.6M 0.01%
124,778
+124,620
799
$2.59M 0.01%
124,248
+302
800
$2.56M 0.01%
34,781
-226