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
951
$1.83M ﹤0.01%
5,885
+987
952
$1.82M ﹤0.01%
15,097
+13,235
953
$1.82M ﹤0.01%
+21,982
954
$1.82M ﹤0.01%
119,237
-59,312
955
$1.8M ﹤0.01%
11,223
+520
956
$1.79M ﹤0.01%
30,780
-5,893
957
$1.79M ﹤0.01%
30,257
+362
958
$1.79M ﹤0.01%
65,382
-26,833
959
$1.77M ﹤0.01%
93,882
+24,062
960
$1.76M ﹤0.01%
174,560
-9,781
961
$1.75M ﹤0.01%
791,500
+20,049
962
$1.75M ﹤0.01%
88,026
-51,546
963
$1.75M ﹤0.01%
37,101
+3,546
964
$1.74M ﹤0.01%
75,603
+23,391
965
$1.74M ﹤0.01%
914,003
+45,982
966
$1.73M ﹤0.01%
20,551
-240
967
$1.73M ﹤0.01%
99,814
+96,699
968
$1.73M ﹤0.01%
128,831
+11,753
969
$1.71M ﹤0.01%
38,331
+1,142
970
$1.71M ﹤0.01%
29,874
+798
971
– –
0
972
$1.7M ﹤0.01%
336,568
+9,950
973
$1.69M ﹤0.01%
165,878
+145,878
974
$1.67M ﹤0.01%
+49,665
975
$1.67M ﹤0.01%
4,698
-597
37 38
39
40 41