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
1276
$544K ﹤0.01%
10,242
-1,052
1277
$542K ﹤0.01%
16,000
-9,000
1278
$542K ﹤0.01%
2,334
+740
1279
$535K ﹤0.01%
12,115
-7,605
1280
$531K ﹤0.01%
83,835
+2,983
1281
$529K ﹤0.01%
6,995
-849
1282
$527K ﹤0.01%
2,448
-2,162
1283
$527K ﹤0.01%
6,540
+66
1284
$525K ﹤0.01%
4,221
+522
1285
$523K ﹤0.01%
7,264
-930
1286
$523K ﹤0.01%
12,842
-814
1287
$523K ﹤0.01%
29,315
-4,697
1288
$523K ﹤0.01%
7,388
+3,291
1289
$521K ﹤0.01%
11,115
-1,427
1290
$520K ﹤0.01%
24,281
+17,846
1291
$516K ﹤0.01%
20,922
+140
1292
$515K ﹤0.01%
11,030
+4,225
1293
$514K ﹤0.01%
+45,334
1294
$511K ﹤0.01%
30,388
-3,076
1295
$511K ﹤0.01%
32,074
-1,850
1296
$511K ﹤0.01%
101,531
-28,467
1297
$510K ﹤0.01%
25,278
+19,854
1298
$510K ﹤0.01%
11,973
-7,200
1299
$507K ﹤0.01%
5,956
-436
1300
$507K ﹤0.01%
+18,882