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
$35B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1 +$136M
2 +$113M
3 +$111M
4
D icon
Dominion Energy
D
+$104M
5
PEG icon
Public Service Enterprise Group
PEG
+$98.7M

Top Sells

1 +$258M
2 +$239M
3 +$196M
4
SO icon
Southern Company
SO
+$137M
5
UL icon
Unilever
UL
+$111M

Sector Composition

1 Healthcare 15.28%
2 Consumer Staples 13.67%
3 Utilities 10.28%
4 Communication Services 10.06%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$57K ﹤0.01%
+258
1602
$57K ﹤0.01%
2,122
-405
1603
$57K ﹤0.01%
8,910
-52,504
1604
$57K ﹤0.01%
2,789
-666
1605
$55K ﹤0.01%
1,209
-16,193
1606
$54K ﹤0.01%
5,511
+4,538
1607
$54K ﹤0.01%
3,017
+701
1608
$53K ﹤0.01%
2,893
-502
1609
$53K ﹤0.01%
1,755
+371
1610
$52K ﹤0.01%
2,337
-548
1611
$51K ﹤0.01%
1,258
-182
1612
$51K ﹤0.01%
1,416
-291
1613
$51K ﹤0.01%
866
-222
1614
$51K ﹤0.01%
3,023
+149
1615
$51K ﹤0.01%
3,556
+556
1616
$51K ﹤0.01%
2,155
-252
1617
$51K ﹤0.01%
1,566
-79,668
1618
$50K ﹤0.01%
884
+466
1619
$50K ﹤0.01%
8,879
-26,314
1620
$50K ﹤0.01%
3,304
-409
1621
$50K ﹤0.01%
+1,695
1622
$50K ﹤0.01%
1,817
-51,479
1623
$49K ﹤0.01%
1,098
-112
1624
$49K ﹤0.01%
2,480
-330
1625
$49K ﹤0.01%
414
-12