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
901
$2.29M 0.01%
103,576
+24,827
902
$2.25M ﹤0.01%
39,298
+209
903
$2.25M ﹤0.01%
20,115
-2,964
904
$2.22M ﹤0.01%
20,255
-13,684
905
$2.21M ﹤0.01%
61,507
-4,752
906
$2.21M ﹤0.01%
60,582
+2,800
907
$2.21M ﹤0.01%
5,991
-548
908
$2.19M ﹤0.01%
167,177
-193
909
$2.17M ﹤0.01%
101,577
+65,663
910
$2.17M ﹤0.01%
360,931
+9,075
911
$2.16M ﹤0.01%
+47,828
912
$2.16M ﹤0.01%
60,607
-524,680
913
$2.15M ﹤0.01%
271,834
+5,849
914
$2.14M ﹤0.01%
23,118
+677
915
$2.13M ﹤0.01%
30,093
+404
916
$2.12M ﹤0.01%
43,042
-1,621
917
$2.12M ﹤0.01%
23,509
-1,113
918
$2.11M ﹤0.01%
20,702
+737
919
$2.11M ﹤0.01%
29,110
-24,760
920
$2.11M ﹤0.01%
7,285
921
$2.11M ﹤0.01%
35,829
-6,279
922
$2.11M ﹤0.01%
8,383
+2,242
923
$2.1M ﹤0.01%
149,192
+136,623
924
$2.07M ﹤0.01%
122,239
-120,664
925
$2.05M ﹤0.01%
268,309
+88,302
35 36
37
38 39