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
1226
$675K ﹤0.01%
21,036
-16,474
1227
$675K ﹤0.01%
120,282
-42,352
1228
$673K ﹤0.01%
11,005
+29
1229
$673K ﹤0.01%
13,098
+4,936
1230
$670K ﹤0.01%
23,880
+4,618
1231
$668K ﹤0.01%
14,668
-8,737
1232
$663K ﹤0.01%
8,700
-11,500
1233
$657K ﹤0.01%
35,457
-9,803
1234
$649K ﹤0.01%
6,293
-516
1235
$648K ﹤0.01%
9,241
-245,503
1236
$646K ﹤0.01%
44,980
+10,710
1237
$646K ﹤0.01%
13,034
-1,100
1238
$641K ﹤0.01%
5,587
-835
1239
$641K ﹤0.01%
+14,423
1240
$637K ﹤0.01%
14,000
1241
$636K ﹤0.01%
51,144
+10,400
1242
$635K ﹤0.01%
68,640
+6,266
1243
$635K ﹤0.01%
5,301
-379
1244
$632K ﹤0.01%
27,458
+1,553
1245
$628K ﹤0.01%
46,196
-79,499
1246
$627K ﹤0.01%
9,337
-4,691
1247
$624K ﹤0.01%
444
+1
1248
$623K ﹤0.01%
24,727
+11,455
1249
$619K ﹤0.01%
28,092
+27,982
1250
$617K ﹤0.01%
39,323
+7,129
48 49
50
51 52