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
1251
$609K ﹤0.01%
3,435
-35,851
1252
$606K ﹤0.01%
3,872
+1,979
1253
$601K ﹤0.01%
5,588
-945
1254
$600K ﹤0.01%
12,105
+2,842
1255
$595K ﹤0.01%
86,873
-11,773
1256
$591K ﹤0.01%
23,737
+12,303
1257
$590K ﹤0.01%
12,500
1258
$588K ﹤0.01%
10,898
+2,581
1259
$587K ﹤0.01%
8,154
-1,365
1260
$586K ﹤0.01%
15,388
-2,003
1261
$584K ﹤0.01%
44,297
-9,384
1262
$582K ﹤0.01%
23,142
-1,417
1263
$578K ﹤0.01%
2,667
+829
1264
$573K ﹤0.01%
18,657
-2,819
1265
$571K ﹤0.01%
35,000
-200
1266
$571K ﹤0.01%
16,478
-1,698
1267
$565K ﹤0.01%
6,696
+596
1268
$559K ﹤0.01%
9,899
-55,646
1269
$557K ﹤0.01%
16,336
-16,520
1270
$555K ﹤0.01%
19,443
+18,207
1271
$555K ﹤0.01%
50,000
1272
$554K ﹤0.01%
14,806
-232,977
1273
$554K ﹤0.01%
23,406
+4,109
1274
$546K ﹤0.01%
28,997
+19,578
1275
$546K ﹤0.01%
28,955
+9,483