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
1201
$752K ﹤0.01%
20,711
-5,769
1202
$751K ﹤0.01%
13,850
-1,842
1203
$746K ﹤0.01%
1,408
-385
1204
$746K ﹤0.01%
2,214
-79
1205
$740K ﹤0.01%
43,728
-2,018
1206
$740K ﹤0.01%
2,413
+458
1207
$740K ﹤0.01%
102,197
+2,711
1208
$739K ﹤0.01%
5,455
-243
1209
$738K ﹤0.01%
48,448
1210
$737K ﹤0.01%
29,709
-7,792
1211
$735K ﹤0.01%
7,295
-1,075
1212
$735K ﹤0.01%
3,881
+3,558
1213
$733K ﹤0.01%
28,292
-601
1214
$733K ﹤0.01%
+5,583
1215
$732K ﹤0.01%
38,603
+4,783
1216
$731K ﹤0.01%
21,851
-4,601
1217
$726K ﹤0.01%
6,210
-148
1218
$724K ﹤0.01%
29,684
+2,388
1219
$716K ﹤0.01%
5,706
-310
1220
$716K ﹤0.01%
12,061
-3,710
1221
$707K ﹤0.01%
6,184
-1,334
1222
$706K ﹤0.01%
5,436
-179
1223
$701K ﹤0.01%
116,846
+622
1224
$700K ﹤0.01%
71,981
-524,034
1225
$699K ﹤0.01%
5,550
-11,872
47 48
49
50 51