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
1601
$71K ﹤0.01%
6,254
-4,988
1602
$71K ﹤0.01%
5,110
-412
1603
$70K ﹤0.01%
2,527
-225
1604
$70K ﹤0.01%
71
-4
1605
$70K ﹤0.01%
7,227
-2,030
1606
$69K ﹤0.01%
3,131
-2,797
1607
$68K ﹤0.01%
401
+120
1608
$67K ﹤0.01%
+1,350
1609
$67K ﹤0.01%
+4,940
1610
$66K ﹤0.01%
2,885
-310
1611
$66K ﹤0.01%
2,751
-516
1612
$66K ﹤0.01%
2,079
+1,935
1613
$65K ﹤0.01%
1,707
-183
1614
$65K ﹤0.01%
5,107
-95
1615
$65K ﹤0.01%
1,843
-1,608
1616
$64K ﹤0.01%
3,455
-247
1617
$63K ﹤0.01%
3,168
-418
1618
$63K ﹤0.01%
1,010
-58,990
1619
$62K ﹤0.01%
3,739
-66
1620
$61K ﹤0.01%
6,900
1621
$61K ﹤0.01%
1,088
-230
1622
$61K ﹤0.01%
1,250
-2,955
1623
$61K ﹤0.01%
3,684
-779
1624
$60K ﹤0.01%
+2,329
1625
$60K ﹤0.01%
801
-2,104