Federated Hermes

Federated Hermes Portfolio holdings

AUM $59.9B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
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 +$176M
2 +$157M
3 +$128M
4
AMGN icon
Amgen
AMGN
+$115M
5
GEV icon
GE Vernova
GEV
+$109M

Top Sells

1 +$152M
2 +$132M
3 +$114M
4
MS icon
Morgan Stanley
MS
+$108M
5
BCE icon
BCE
BCE
+$99.5M

Sector Composition

1 Technology 20.58%
2 Healthcare 15.8%
3 Financials 14.36%
4 Industrials 10.84%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$210K ﹤0.01%
739
-378
1477
$209K ﹤0.01%
20,000
-2,500
1478
$207K ﹤0.01%
55,679
-188,515
1479
$206K ﹤0.01%
50,100
+42,231
1480
$205K ﹤0.01%
2,918
-193
1481
$204K ﹤0.01%
10,337
+337
1482
$200K ﹤0.01%
524
+15
1483
$200K ﹤0.01%
8,042
-1,902
1484
$198K ﹤0.01%
1,283
+47
1485
$192K ﹤0.01%
10,072
1486
$191K ﹤0.01%
15,516
-1,332
1487
$190K ﹤0.01%
1,092
+209
1488
$189K ﹤0.01%
11,052
+8,045
1489
$187K ﹤0.01%
6,000
-4,000
1490
$186K ﹤0.01%
1,233
+862
1491
$185K ﹤0.01%
7,762
+3,497
1492
$184K ﹤0.01%
9,571
+571
1493
$181K ﹤0.01%
14,515
-5,200
1494
$179K ﹤0.01%
1,807
-2
1495
$179K ﹤0.01%
616
-25
1496
$179K ﹤0.01%
7,000
1497
$177K ﹤0.01%
2,031
-1,590
1498
$176K ﹤0.01%
3,248
-17,909
1499
$175K ﹤0.01%
9,711
+7,422
1500
$173K ﹤0.01%
1,653