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
826
$3.25M 0.01%
163,261
-216,539
827
$3.25M 0.01%
62,119
+15,260
828
$3.23M 0.01%
69,878
+3,295
829
$3.21M 0.01%
169,304
+915
830
$3.2M 0.01%
58,934
+25,678
831
$3.2M 0.01%
55,593
+16,982
832
$3.18M 0.01%
17,170
+2,660
833
$3.18M 0.01%
421,073
-192,559
834
$3.16M 0.01%
34,183
-368
835
$3.16M 0.01%
30,250
+17,438
836
$3.14M 0.01%
99,124
-25,164
837
$3.14M 0.01%
12,943
+393
838
$3.13M 0.01%
35,266
+2,341
839
$3.13M 0.01%
679,373
+21,585
840
$3.08M 0.01%
185,502
-227,759
841
$3.08M 0.01%
91,099
-17,662
842
$3.07M 0.01%
337,597
+236,102
843
$3.05M 0.01%
148,494
+57,275
844
$3.05M 0.01%
35,311
+3,397
845
$3.02M 0.01%
23,074
-1,546
846
$3M 0.01%
1,351,275
847
$2.98M 0.01%
38,349
-2,399
848
$2.92M 0.01%
306,599
-8,696
849
$2.9M 0.01%
16,841
-6,708
850
$2.86M 0.01%
38,311
+19,389
32 33
34
35 36