Federated Hermes

Federated Hermes Portfolio holdings

AUM $53.1B
1-Year Est. Return 30.23%
This Quarter Est. Return
1 Year Est. Return
+30.23%
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
101
$111M 0.24%
1,197,403
-189,586
102
$111M 0.24%
1,138,014
+222,377
103
$111M 0.24%
2,706,002
+414,491
104
$110M 0.24%
2,669,800
-214,500
105
$109M 0.24%
1,181,999
+240,803
106
$107M 0.23%
476,035
+61,819
107
$106M 0.23%
537,888
+120,413
108
$105M 0.23%
170,247
-40,897
109
$105M 0.23%
454,929
+42,044
110
$105M 0.23%
314,031
+19,837
111
$103M 0.23%
956,691
+36,065
112
$102M 0.22%
205,209
+50
113
$102M 0.22%
618,319
+649
114
$102M 0.22%
2,462,264
+458,243
115
$102M 0.22%
575,000
-25,000
116
$100M 0.22%
633,663
+64,750
117
$99.8M 0.22%
866,011
+177,539
118
$99.2M 0.22%
1,516,991
+367,491
119
$98.6M 0.22%
288,062
-102,801
120
$97.7M 0.21%
655,772
+449,988
121
$97.2M 0.21%
1,820,130
-403,003
122
$96.7M 0.21%
775,223
-46,275
123
$96.1M 0.21%
449,638
+18,412
124
$96M 0.21%
710,469
+29,765
125
$95.9M 0.21%
400,227
-8,738
3 4
5
6 7