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
801
$2.56M 0.01%
68,704
+68,486
802
$2.56M 0.01%
30,243
-16,403
803
$2.55M 0.01%
14,745
-6,500
804
$2.55M 0.01%
72,193
+38,759
805
$2.54M 0.01%
+178,000
806
$2.51M 0.01%
106,187
+81,460
807
$2.51M 0.01%
62,358
+42,358
808
$2.51M 0.01%
30,239
+4,471
809
$2.5M 0.01%
62,475
+5,800
810
$2.48M 0.01%
20,823
-1,339
811
$2.48M 0.01%
598,351
812
$2.48M 0.01%
440,144
+28,924
813
$2.48M 0.01%
29,908
+2,095
814
$2.47M 0.01%
37,530
+13,036
815
$2.47M 0.01%
114,090
-15,115
816
$2.47M 0.01%
42,122
-1,460
817
$2.46M 0.01%
67,199
+8,099
818
$2.46M 0.01%
407,703
+354,256
819
$2.46M 0.01%
35,280
-1,567
820
$2.44M 0.01%
461,492
+395,219
821
$2.44M 0.01%
33,307
-14,907
822
$2.44M 0.01%
2,075
-241
823
$2.44M 0.01%
27,084
-410
824
$2.42M 0.01%
55,247
+12,192
825
$2.42M 0.01%
23,531
-173