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
1151
$864K ﹤0.01%
60,625
-491,428
1152
$855K ﹤0.01%
20,974
1153
$854K ﹤0.01%
22,565
-96
1154
$853K ﹤0.01%
4,961
+56
1155
$851K ﹤0.01%
16,815
-35,348
1156
$849K ﹤0.01%
6,432
+3,069
1157
$847K ﹤0.01%
39,286
-21,068
1158
$841K ﹤0.01%
+68,020
1159
$836K ﹤0.01%
49,835
1160
$833K ﹤0.01%
12,395
-657
1161
$832K ﹤0.01%
5,017
-29
1162
$829K ﹤0.01%
10,344
-608
1163
$823K ﹤0.01%
44,705
-10,504
1164
$821K ﹤0.01%
13,281
+12,961
1165
$820K ﹤0.01%
448,298
+5,374
1166
$820K ﹤0.01%
7,484
+336
1167
$820K ﹤0.01%
72,342
-3,720
1168
$819K ﹤0.01%
4,729
-1,033
1169
$815K ﹤0.01%
47,684
-162
1170
$815K ﹤0.01%
22,655
-2,182
1171
$811K ﹤0.01%
2,927
-133
1172
$806K ﹤0.01%
13,277
-1,507
1173
$805K ﹤0.01%
3,840
-43,452
1174
$800K ﹤0.01%
117,448
1175
$800K ﹤0.01%
15,366
-778
45 46
47
48 49