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
1201
$760K ﹤0.01%
5,344
-346
1202
$760K ﹤0.01%
12,904
+6,972
1203
$751K ﹤0.01%
12,838
+12,798
1204
$745K ﹤0.01%
69,666
-5,765
1205
$744K ﹤0.01%
13,525
+756
1206
$738K ﹤0.01%
40,643
-23,036
1207
$738K ﹤0.01%
12,411
+6,712
1208
$735K ﹤0.01%
+191,913
1209
$733K ﹤0.01%
10,580
+692
1210
$729K ﹤0.01%
5,188
-641
1211
$726K ﹤0.01%
18,027
+4,682
1212
$724K ﹤0.01%
+23,435
1213
$723K ﹤0.01%
51,641
+7,777
1214
$720K ﹤0.01%
64,663
-1,047
1215
$717K ﹤0.01%
33,917
-2,785
1216
$716K ﹤0.01%
11,775
+104
1217
$713K ﹤0.01%
20,977
-148,003
1218
$712K ﹤0.01%
18,307
-11,025
1219
$700K ﹤0.01%
15,608
-12,889
1220
$696K ﹤0.01%
8,049
-3,747
1221
$687K ﹤0.01%
16,139
-13,316
1222
$683K ﹤0.01%
22,700
+3,200
1223
$683K ﹤0.01%
5,452
-423,811
1224
$682K ﹤0.01%
47,731
-9,342
1225
$682K ﹤0.01%
92,096
+90,694
47 48
49
50 51