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
1001
$1.5M ﹤0.01%
23,918
-1,433
1002
$1.5M ﹤0.01%
27,494
+2,801
1003
$1.5M ﹤0.01%
493,982
+10,644
1004
$1.49M ﹤0.01%
18,463
-22,056
1005
$1.49M ﹤0.01%
39,469
-109,395
1006
$1.48M ﹤0.01%
13,457
+467
1007
$1.48M ﹤0.01%
4,195
+882
1008
$1.47M ﹤0.01%
3,102
-153
1009
$1.47M ﹤0.01%
5,807
+829
1010
$1.46M ﹤0.01%
75,855
+2,997
1011
$1.46M ﹤0.01%
17,103
-302,157
1012
$1.46M ﹤0.01%
15,360
-2,015
1013
$1.45M ﹤0.01%
172,428
-39,159
1014
$1.44M ﹤0.01%
15,419
-2,367
1015
$1.43M ﹤0.01%
8,566
+1,455
1016
$1.43M ﹤0.01%
53,751
-294
1017
$1.42M ﹤0.01%
36,797
+868
1018
$1.42M ﹤0.01%
37,926
-4,744
1019
$1.41M ﹤0.01%
19,362
-694
1020
$1.41M ﹤0.01%
3,547
-648
1021
$1.39M ﹤0.01%
239,015
+19,485
1022
$1.38M ﹤0.01%
55,723
+1,217
1023
$1.37M ﹤0.01%
+28,682
1024
$1.37M ﹤0.01%
11,950
-13,461
1025
$1.37M ﹤0.01%
87,581
-690
39 40
41
42 43