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
976
$1.66M ﹤0.01%
623,453
+9,114
977
$1.65M ﹤0.01%
18,298
-723
978
$1.64M ﹤0.01%
37,480
+23
979
$1.64M ﹤0.01%
+370,476
980
$1.59M ﹤0.01%
192,439
-3,800
981
$1.58M ﹤0.01%
39,931
+1,093
982
$1.57M ﹤0.01%
35,719
-5,817
983
$1.57M ﹤0.01%
135,000
+40,000
984
$1.57M ﹤0.01%
100,099
+47,183
985
$1.56M ﹤0.01%
48,705
+1,748
986
$1.56M ﹤0.01%
167,885
+14,072
987
$1.56M ﹤0.01%
27,499
-2
988
$1.56M ﹤0.01%
169,334
+234
989
$1.55M ﹤0.01%
26,010
+10,279
990
$1.55M ﹤0.01%
89,633
-90
991
$1.55M ﹤0.01%
13,237
+43
992
$1.55M ﹤0.01%
20,005
+488
993
$1.55M ﹤0.01%
49,357
+47,317
994
$1.54M ﹤0.01%
44,593
+4,228
995
$1.53M ﹤0.01%
+38,781
996
$1.52M ﹤0.01%
19,886
+578
997
$1.51M ﹤0.01%
15,172
-870
998
$1.51M ﹤0.01%
32,720
+953
999
$1.51M ﹤0.01%
17,767
-54
1000
$1.51M ﹤0.01%
37,000
38 39
40
41 42