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
1351
$428K ﹤0.01%
9,537
-487,127
1352
$427K ﹤0.01%
22,640
-19,564
1353
$421K ﹤0.01%
4,067
-157
1354
$420K ﹤0.01%
5,004
+497
1355
$420K ﹤0.01%
5,000
-15,835
1356
$419K ﹤0.01%
2,253
-466
1357
$416K ﹤0.01%
96,504
+3,771
1358
$414K ﹤0.01%
56,356
+27,530
1359
$412K ﹤0.01%
5,954
-254
1360
$410K ﹤0.01%
89,665
+86,816
1361
$409K ﹤0.01%
6,171
-169
1362
$409K ﹤0.01%
25,730
-72
1363
$406K ﹤0.01%
50,506
+2,124
1364
$405K ﹤0.01%
2,416
+215
1365
$403K ﹤0.01%
16,866
+369
1366
$402K ﹤0.01%
3,509
-108
1367
$401K ﹤0.01%
25,394
1368
$400K ﹤0.01%
12,913
-5,841
1369
$397K ﹤0.01%
2,562
-7
1370
$394K ﹤0.01%
+9,280
1371
$389K ﹤0.01%
75,871
+25,394
1372
$389K ﹤0.01%
1,476
+208
1373
$388K ﹤0.01%
48,000
+36,000
1374
$388K ﹤0.01%
4,653
+114
1375
$384K ﹤0.01%
5,664
-225
53 54
55
56 57