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
1201
$897K ﹤0.01%
26,167
-45,765
1202
$895K ﹤0.01%
25,645
+9,167
1203
$894K ﹤0.01%
6,935
-318
1204
$892K ﹤0.01%
2,227
+1,222
1205
$889K ﹤0.01%
47,160
-3,089
1206
$888K ﹤0.01%
32,854
+1,601
1207
$879K ﹤0.01%
70,295
-29,989
1208
$856K ﹤0.01%
12,932
+94
1209
$854K ﹤0.01%
7,367
+1,780
1210
$854K ﹤0.01%
14,855
-17,480
1211
$850K ﹤0.01%
14,198
+4,299
1212
$844K ﹤0.01%
10,783
-5,281
1213
$844K ﹤0.01%
14,335
+10,622
1214
$836K ﹤0.01%
+25,458
1215
$836K ﹤0.01%
31,036
-14,055
1216
$835K ﹤0.01%
10,539
+2,490
1217
$831K ﹤0.01%
23,789
+23,423
1218
$827K ﹤0.01%
26,700
+4,000
1219
$815K ﹤0.01%
46,631
+19,764
1220
$812K ﹤0.01%
+50,900
1221
$811K ﹤0.01%
13,694
-144
1222
$810K ﹤0.01%
6,829
-1,579
1223
$809K ﹤0.01%
13,276
-766
1224
$808K ﹤0.01%
25,529
+1,255
1225
$801K ﹤0.01%
17,416
-468