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
1226
$699K ﹤0.01%
13,870
+7,172
1227
$698K ﹤0.01%
26,062
+11,067
1228
$694K ﹤0.01%
6,164
-1,172
1229
$693K ﹤0.01%
4,567
+4,073
1230
$692K ﹤0.01%
17,909
-5,025
1231
$691K ﹤0.01%
4,554
-2,029
1232
$691K ﹤0.01%
7,367
-405
1233
$688K ﹤0.01%
13,013
-4,986
1234
$686K ﹤0.01%
103,072
+3,654
1235
$680K ﹤0.01%
23,669
-9,453
1236
$675K ﹤0.01%
+65,861
1237
$674K ﹤0.01%
9,796
-623
1238
$673K ﹤0.01%
7,964
-25,703
1239
$669K ﹤0.01%
5,961
-769
1240
$669K ﹤0.01%
26,839
+20,320
1241
$664K ﹤0.01%
13,821
-3,028
1242
$662K ﹤0.01%
11,291
-83,494
1243
$658K ﹤0.01%
+12,163
1244
$655K ﹤0.01%
10,492
-457
1245
$653K ﹤0.01%
16,447
+11,292
1246
$652K ﹤0.01%
25,180
-1,577
1247
$652K ﹤0.01%
65,442
-17,458
1248
$650K ﹤0.01%
15,142
+2,256
1249
$650K ﹤0.01%
21,643
-3,873
1250
$648K ﹤0.01%
36,521
-4,333