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
1401
$342K ﹤0.01%
21,567
+902
1402
$339K ﹤0.01%
32,118
+1,598
1403
$339K ﹤0.01%
43,314
-5,907
1404
$336K ﹤0.01%
35,735
-32,787
1405
$334K ﹤0.01%
147,347
+146,959
1406
$332K ﹤0.01%
6,984
+318
1407
$327K ﹤0.01%
15,835
+175
1408
$326K ﹤0.01%
202,371
-245,086
1409
$325K ﹤0.01%
5,645
-94
1410
$325K ﹤0.01%
3,578
+147
1411
$324K ﹤0.01%
5,419
-6,239
1412
$323K ﹤0.01%
+21,000
1413
$321K ﹤0.01%
5,590
+4,630
1414
$319K ﹤0.01%
+794
1415
$312K ﹤0.01%
4,944
-51
1416
$312K ﹤0.01%
7,592
-857
1417
$312K ﹤0.01%
100,000
+28,819
1418
$311K ﹤0.01%
4,065
-31,442
1419
$307K ﹤0.01%
14,064
-1,003,052
1420
$306K ﹤0.01%
3,454
+2,434
1421
$305K ﹤0.01%
11,889
-4,368
1422
$303K ﹤0.01%
26,174
-139,222
1423
$302K ﹤0.01%
11,812
-885
1424
$297K ﹤0.01%
16,000
-1,022,500
1425
$296K ﹤0.01%
1,945
-147
55 56
57
58 59