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
1501
$173K ﹤0.01%
8,703
+15
1502
$172K ﹤0.01%
+6,000
1503
$171K ﹤0.01%
4,716
1504
$171K ﹤0.01%
12,240
+1,076
1505
$170K ﹤0.01%
1,466
+90
1506
$169K ﹤0.01%
1,185
+1,062
1507
$169K ﹤0.01%
939
-262
1508
$167K ﹤0.01%
+3,460
1509
$166K ﹤0.01%
18,432
+17,000
1510
$165K ﹤0.01%
1,105
+745
1511
$164K ﹤0.01%
2,159
+192
1512
$163K ﹤0.01%
2,453
+466
1513
$161K ﹤0.01%
3,931
-113
1514
$161K ﹤0.01%
416
+142
1515
$160K ﹤0.01%
1,754
+1,419
1516
$159K ﹤0.01%
16,000
-6,985
1517
$157K ﹤0.01%
2,028
-2,348
1518
$157K ﹤0.01%
680
+616
1519
$157K ﹤0.01%
1,505
-16,619
1520
$156K ﹤0.01%
2,359
+1,647
1521
$154K ﹤0.01%
1,145
-59
1522
$153K ﹤0.01%
5,903
+729
1523
$153K ﹤0.01%
1,522
-27
1524
$152K ﹤0.01%
4,693
-59
1525
$151K ﹤0.01%
3,641
-359
59 60
61
62 63