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 10.5%
4 Utilities 9.97%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$191K ﹤0.01%
1,769
-26,115
1502
$191K ﹤0.01%
4,348
+4,346
1503
$190K ﹤0.01%
+3,906
1504
$190K ﹤0.01%
5,225
-15,207
1505
$190K ﹤0.01%
4,692
-359,535
1506
$184K ﹤0.01%
+9,510
1507
$181K ﹤0.01%
8,699
-431
1508
$180K ﹤0.01%
2,096
-266
1509
$180K ﹤0.01%
3,721
+86
1510
$179K ﹤0.01%
7,207
-801
1511
$174K ﹤0.01%
2,259
+536
1512
$173K ﹤0.01%
+6,680
1513
$172K ﹤0.01%
3,310
-1,488
1514
$172K ﹤0.01%
111,851
1515
$171K ﹤0.01%
1,845
+1,456
1516
$170K ﹤0.01%
6,386
-10,306
1517
$169K ﹤0.01%
6,399
-2,867
1518
$168K ﹤0.01%
4,447
+2,090
1519
$165K ﹤0.01%
759
-37
1520
$163K ﹤0.01%
3,398
+386
1521
$161K ﹤0.01%
2,577
+832
1522
$160K ﹤0.01%
3,672
-1,636
1523
$160K ﹤0.01%
3,800
1524
$158K ﹤0.01%
5,899
-615
1525
$157K ﹤0.01%
2,250
59 60
61
62 63