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
$33.3B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,269
New
Increased
Reduced
Closed

Top Buys

1 +$267M
2 +$198M
3 +$168M
4
NVS icon
Novartis
NVS
+$135M
5
MCD icon
McDonald's
MCD
+$131M

Top Sells

1 +$681M
2 +$302M
3 +$217M
4
DXCM icon
DexCom
DXCM
+$143M
5
XOM icon
Exxon Mobil
XOM
+$111M

Sector Composition

1 Healthcare 15.33%
2 Consumer Staples 15.23%
3 Communication Services 10.46%
4 Utilities 9.97%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$1.6M ﹤0.01%
72,600
+72,546
952
$1.6M ﹤0.01%
38,208
-38,024
953
$1.59M ﹤0.01%
16,749
-1,116
954
$1.58M ﹤0.01%
64,695
-3,300
955
$1.58M ﹤0.01%
43,057
-17,101
956
$1.58M ﹤0.01%
19,562
-10,970
957
$1.57M ﹤0.01%
8,620
-3,185
958
$1.56M ﹤0.01%
+11,772
959
$1.55M ﹤0.01%
13,902
-11,918
960
$1.55M ﹤0.01%
25,826
-1,308
961
$1.54M ﹤0.01%
50,161
-1,295
962
$1.54M ﹤0.01%
21,210
+12,137
963
$1.53M ﹤0.01%
41,464
-11,619
964
$1.52M ﹤0.01%
2,452
-21
965
$1.52M ﹤0.01%
11,491
-554
966
$1.52M ﹤0.01%
42,592
+24,010
967
$1.52M ﹤0.01%
20,671
-1,310
968
$1.51M ﹤0.01%
9,808
-256
969
$1.51M ﹤0.01%
7,399
+616
970
$1.51M ﹤0.01%
12,314
-781
971
$1.51M ﹤0.01%
37,998
-14,628
972
$1.5M ﹤0.01%
16,064
+731
973
$1.5M ﹤0.01%
53,439
+4,585
974
$1.5M ﹤0.01%
31,166
-9,247
975
$1.5M ﹤0.01%
5,995
-1,208