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
851
$2.85M 0.01%
273,505
-277,310
852
$2.83M 0.01%
39,986
-4,528
853
$2.83M 0.01%
100,000
854
$2.82M 0.01%
5,421
+742
855
$2.82M 0.01%
193,238
+156,700
856
$2.81M 0.01%
13,943
+155
857
$2.76M 0.01%
58,162
+20,994
858
$2.75M 0.01%
29,829
+7,012
859
$2.75M 0.01%
550,377
+813
860
$2.75M 0.01%
13,948
-714
861
$2.75M 0.01%
151,663
-32,928
862
$2.73M 0.01%
38,195
-13,075
863
$2.7M 0.01%
83,402
+11,980
864
$2.7M 0.01%
55,183
+14,240
865
$2.69M 0.01%
73,305
+1,555
866
$2.68M 0.01%
916,237
-1,366,459
867
$2.67M 0.01%
30,946
+427
868
$2.66M 0.01%
95,000
869
$2.66M 0.01%
181,626
+3,367
870
$2.66M 0.01%
277,810
+6,058
871
$2.64M 0.01%
+117,552
872
$2.63M 0.01%
181,591
-8,886
873
$2.62M 0.01%
64,143
-7,819
874
$2.62M 0.01%
1,518
875
$2.61M 0.01%
100,000
33 34
35
36 37