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
1226
$799K ﹤0.01%
35,419
-17,395
1227
$798K ﹤0.01%
15,197
1228
$796K ﹤0.01%
59,489
-22,051
1229
$793K ﹤0.01%
41,844
-5,716
1230
$789K ﹤0.01%
6,296
-1,602
1231
$785K ﹤0.01%
52,415
-4,794
1232
$784K ﹤0.01%
10,000
-2,500
1233
$784K ﹤0.01%
14,128
+12,647
1234
$783K ﹤0.01%
12,559
-539
1235
$781K ﹤0.01%
18,096
-2,234
1236
$779K ﹤0.01%
25,348
+2,206
1237
$773K ﹤0.01%
11,393
-1,636
1238
$770K ﹤0.01%
143,658
+29,406
1239
$763K ﹤0.01%
104,831
+12,735
1240
$750K ﹤0.01%
16,873
+4,031
1241
$741K ﹤0.01%
+37,687
1242
$738K ﹤0.01%
47,714
+43,902
1243
$720K ﹤0.01%
19,388
-17,598
1244
$719K ﹤0.01%
11,797
-9,047
1245
$717K ﹤0.01%
5,483
-105
1246
$712K ﹤0.01%
8,779
+2,083
1247
$712K ﹤0.01%
13,747
-403
1248
$710K ﹤0.01%
5,247
-1,278
1249
$710K ﹤0.01%
46,557
-1,174
1250
$709K ﹤0.01%
12,864
-3,077