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
1101
$1.09M ﹤0.01%
12,641
+3,829
1102
$1.08M ﹤0.01%
81,540
+5,288
1103
$1.08M ﹤0.01%
74,975
-35,097
1104
$1.08M ﹤0.01%
43,156
+11,539
1105
$1.08M ﹤0.01%
13,916
+11,517
1106
$1.08M ﹤0.01%
26,211
-18,600
1107
$1.07M ﹤0.01%
148,300
-86,000
1108
$1.06M ﹤0.01%
33,034
-283
1109
$1.06M ﹤0.01%
60,842
+60,093
1110
$1.05M ﹤0.01%
26,707
-3,398
1111
$1.05M ﹤0.01%
34,927
-16,211
1112
$1.05M ﹤0.01%
40,928
-2,484
1113
$1.05M ﹤0.01%
36,299
+20,071
1114
$1.04M ﹤0.01%
78,356
-29,140
1115
$1.04M ﹤0.01%
24,966
-9,882
1116
$1.04M ﹤0.01%
26,051
-377
1117
$1.04M ﹤0.01%
10,248
-4,027
1118
$1.02M ﹤0.01%
7,253
-338
1119
$1.02M ﹤0.01%
31,253
+3,735
1120
$1.02M ﹤0.01%
13,029
+322
1121
$1.02M ﹤0.01%
29,263
+486
1122
$1.01M ﹤0.01%
74,792
+1,232
1123
$1.01M ﹤0.01%
21,684
+20,878
1124
$1.01M ﹤0.01%
13,065
+4,435
1125
$1M ﹤0.01%
16,575
-85,789
43 44
45
46 47