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
1401
$336K ﹤0.01%
7,359
-4,469
1402
$334K ﹤0.01%
9,761
+8,687
1403
$333K ﹤0.01%
6,355
+438
1404
$329K ﹤0.01%
12,065
-925
1405
$325K ﹤0.01%
11,966
-428,957
1406
$324K ﹤0.01%
3,488
+3,062
1407
$323K ﹤0.01%
18,300
+3,804
1408
$320K ﹤0.01%
1,284
+853
1409
$317K ﹤0.01%
6,696
-852
1410
$316K ﹤0.01%
20,848
-5,832
1411
$315K ﹤0.01%
6,709
-3,564
1412
$315K ﹤0.01%
7,473
-7,074
1413
$314K ﹤0.01%
7,519
-4,986
1414
$314K ﹤0.01%
4,875
-601
1415
$313K ﹤0.01%
28,199
+14,139
1416
$312K ﹤0.01%
+12,371
1417
$303K ﹤0.01%
10,172
+8,909
1418
$303K ﹤0.01%
3,782
-2,896
1419
$301K ﹤0.01%
4,803
+6
1420
$301K ﹤0.01%
7,000
1421
$301K ﹤0.01%
27,408
-13,828
1422
$300K ﹤0.01%
+9,847
1423
$299K ﹤0.01%
66,273
+22,225
1424
$297K ﹤0.01%
6,116
-7
1425
$296K ﹤0.01%
3,060
+3,058