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
1326
$476K ﹤0.01%
9,432
+1,637
1327
$474K ﹤0.01%
8,484
+7,879
1328
$470K ﹤0.01%
14,766
-327
1329
$469K ﹤0.01%
20,198
-246
1330
$466K ﹤0.01%
30,879
-13,687
1331
$464K ﹤0.01%
14,895
-6,647
1332
$463K ﹤0.01%
+7,526
1333
$463K ﹤0.01%
+119,259
1334
$462K ﹤0.01%
66,113
-17,713
1335
$461K ﹤0.01%
3,722
-9,375
1336
$460K ﹤0.01%
4,840
-358
1337
$460K ﹤0.01%
21,389
+8,613
1338
$459K ﹤0.01%
3,516
+1,116
1339
$454K ﹤0.01%
+39,437
1340
$453K ﹤0.01%
9,715
+143
1341
$453K ﹤0.01%
25,272
+22,962
1342
$450K ﹤0.01%
13,691
+582
1343
$449K ﹤0.01%
14,838
-5,553
1344
$446K ﹤0.01%
+10,669
1345
$443K ﹤0.01%
9,074
-1,435
1346
$443K ﹤0.01%
49,359
+49,355
1347
$442K ﹤0.01%
2,397
-42,039
1348
$437K ﹤0.01%
+10,235
1349
$431K ﹤0.01%
1,095
-5
1350
$430K ﹤0.01%
11,471
+1,662
52 53
54
55 56