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
$35B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1 +$136M
2 +$113M
3 +$111M
4
D icon
Dominion Energy
D
+$104M
5
PEG icon
Public Service Enterprise Group
PEG
+$98.7M

Top Sells

1 +$258M
2 +$239M
3 +$196M
4
SO icon
Southern Company
SO
+$137M
5
UL icon
Unilever
UL
+$111M

Sector Composition

1 Healthcare 15.28%
2 Consumer Staples 13.67%
3 Utilities 10.28%
4 Communication Services 10.06%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$1.55M ﹤0.01%
269,500
+215,000
1002
$1.55M ﹤0.01%
2,585
+282
1003
$1.55M ﹤0.01%
19,258
-1,413
1004
$1.55M ﹤0.01%
8,993
-16,835
1005
$1.54M ﹤0.01%
46,591
-2,702
1006
$1.54M ﹤0.01%
111,230
+41,564
1007
$1.53M ﹤0.01%
101,067
+5,144
1008
$1.53M ﹤0.01%
371,313
-8,112
1009
$1.52M ﹤0.01%
64,747
+4,747
1010
$1.52M ﹤0.01%
55,000
1011
$1.52M ﹤0.01%
22,289
-373
1012
$1.52M ﹤0.01%
8,260
+1,720
1013
$1.51M ﹤0.01%
52,400
+29,804
1014
$1.51M ﹤0.01%
20,584
-217,333
1015
$1.51M ﹤0.01%
58,020
+8,583
1016
$1.5M ﹤0.01%
88,307
-3,874
1017
$1.5M ﹤0.01%
89,562
-1,547
1018
$1.5M ﹤0.01%
257,010
+17,218
1019
$1.49M ﹤0.01%
86,937
+8,926
1020
$1.49M ﹤0.01%
32,069
-2,685
1021
$1.49M ﹤0.01%
11,212
-1,102
1022
$1.48M ﹤0.01%
145,967
+56,858
1023
$1.48M ﹤0.01%
9,683
-125
1024
$1.48M ﹤0.01%
21,723
-5,700
1025
$1.47M ﹤0.01%
52,039
-17,714