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
1726
$25K ﹤0.01%
1,654
-576
1727
$25K ﹤0.01%
1,835
-3
1728
$25K ﹤0.01%
+593
1729
$25K ﹤0.01%
226
-340
1730
$25K ﹤0.01%
1,345
-523
1731
$25K ﹤0.01%
978
-55
1732
$24K ﹤0.01%
2,058
-130
1733
$24K ﹤0.01%
529
-483
1734
$24K ﹤0.01%
1,287
+150
1735
$24K ﹤0.01%
+1,411
1736
$24K ﹤0.01%
203
+164
1737
$23K ﹤0.01%
684
-57
1738
$23K ﹤0.01%
3,565
-420
1739
$22K ﹤0.01%
571
-12
1740
$22K ﹤0.01%
704
+8
1741
$21K ﹤0.01%
313
-683
1742
$21K ﹤0.01%
178
+1
1743
$21K ﹤0.01%
966
-71
1744
$21K ﹤0.01%
+753
1745
$21K ﹤0.01%
573
-2,613
1746
$21K ﹤0.01%
337
-30
1747
$20K ﹤0.01%
1,030
1748
$20K ﹤0.01%
9,020
+708
1749
$20K ﹤0.01%
+816
1750
$20K ﹤0.01%
379
+15