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
1001
$1.4M ﹤0.01%
267,338
+38,147
1002
$1.4M ﹤0.01%
39,246
-4,653
1003
$1.4M ﹤0.01%
35,789
-12,455
1004
$1.4M ﹤0.01%
21,082
+1,854
1005
$1.4M ﹤0.01%
4,844
-482
1006
$1.4M ﹤0.01%
54,589
+13,278
1007
$1.4M ﹤0.01%
49,328
-3,533
1008
$1.39M ﹤0.01%
8,687
-673
1009
$1.39M ﹤0.01%
+56,065
1010
$1.39M ﹤0.01%
73,311
-7,276
1011
$1.39M ﹤0.01%
36,803
+18,024
1012
$1.38M ﹤0.01%
52,284
-2,870
1013
$1.38M ﹤0.01%
13,045
-11,081
1014
$1.38M ﹤0.01%
6,162
-1,250
1015
$1.38M ﹤0.01%
+95,923
1016
$1.38M ﹤0.01%
165,477
-2,963
1017
$1.37M ﹤0.01%
91,709
+48,082
1018
$1.37M ﹤0.01%
64,155
+42,993
1019
$1.36M ﹤0.01%
34,540
+9,877
1020
$1.36M ﹤0.01%
20,243
-28,516
1021
$1.35M ﹤0.01%
87,261
+51,695
1022
$1.35M ﹤0.01%
46,635
-1,267
1023
$1.34M ﹤0.01%
26,463
-2,847
1024
$1.34M ﹤0.01%
34,754
+7,882
1025
$1.34M ﹤0.01%
21,880
-737
39 40
41
42 43