Federated Hermes

Federated Hermes Portfolio holdings

AUM $53.1B
1-Year Est. Return 30.23%
This Quarter Est. Return
1 Year Est. Return
+30.23%
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
151
$82.6M 0.18%
462,659
+210,943
152
$82.1M 0.18%
446,350
+4,763
153
$81.6M 0.18%
295,231
+1,391
154
$79.9M 0.17%
234,942
-66,800
155
$79.7M 0.17%
4,694,060
156
$79.3M 0.17%
638,464
+25,178
157
$78.9M 0.17%
470,687
-23,720
158
$78.6M 0.17%
569,977
-263,587
159
$77.5M 0.17%
406,135
-12,490
160
$77.1M 0.17%
366,490
+51,692
161
$76.9M 0.17%
1,128,028
+76,909
162
$76.1M 0.17%
189,075
-2,864
163
$75.9M 0.17%
297,631
+21,039
164
$75M 0.16%
325,115
-201,010
165
$74.5M 0.16%
164,164
+13,398
166
$74.2M 0.16%
1,684,500
+64,500
167
$73.8M 0.16%
998,733
+228,477
168
$73.7M 0.16%
71,910
-23,098
169
$73.7M 0.16%
868,763
-109,000
170
$73.7M 0.16%
1,078,259
-201,730
171
$72.1M 0.16%
4,158,200
172
$71.8M 0.16%
255,159
-16,310
173
$71.8M 0.16%
119,588
+30,722
174
$71.5M 0.16%
552,163
+98,142
175
$71.3M 0.16%
708,623
-51,169
5 6
7
8 9