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
1301
$505K ﹤0.01%
11,575
-3,268
1302
$502K ﹤0.01%
26,867
+8,955
1303
$497K ﹤0.01%
32,251
+21,048
1304
$497K ﹤0.01%
7,851
-4,760
1305
$495K ﹤0.01%
22,596
-1,859
1306
$493K ﹤0.01%
3,917
-10,225
1307
$493K ﹤0.01%
11,858
-5,721
1308
$488K ﹤0.01%
6,714
-1,504
1309
$488K ﹤0.01%
7,325
+3,377
1310
$487K ﹤0.01%
7,233
-433
1311
$487K ﹤0.01%
4,975
-38,793
1312
$485K ﹤0.01%
19,868
-816
1313
$484K ﹤0.01%
24,840
+10,290
1314
$483K ﹤0.01%
36,336
+27,553
1315
$482K ﹤0.01%
5,412
-6,549
1316
$471K ﹤0.01%
58,617
-112,379
1317
$470K ﹤0.01%
40,917
-45,500
1318
$466K ﹤0.01%
+4,141
1319
$463K ﹤0.01%
16,175
-3,643
1320
$461K ﹤0.01%
8,660
+1,401
1321
$458K ﹤0.01%
8,835
-1,079
1322
$457K ﹤0.01%
15,063
-809
1323
$457K ﹤0.01%
29,995
-2,968
1324
$456K ﹤0.01%
23,005
+7,881
1325
$453K ﹤0.01%
7,568
+888