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
1751
$20K ﹤0.01%
990
-301
1752
$19K ﹤0.01%
+1,138
1753
$19K ﹤0.01%
742
-3,785
1754
$18K ﹤0.01%
245
-3,655
1755
$18K ﹤0.01%
605
-327
1756
$18K ﹤0.01%
+565
1757
$18K ﹤0.01%
944
-70
1758
$18K ﹤0.01%
771
-8,111
1759
$18K ﹤0.01%
1,209
-110
1760
$17K ﹤0.01%
+292
1761
$17K ﹤0.01%
452
-29
1762
$17K ﹤0.01%
1,305
+452
1763
$17K ﹤0.01%
1,766
+1,636
1764
$17K ﹤0.01%
619
-418
1765
$17K ﹤0.01%
1,055
-711
1766
$17K ﹤0.01%
242
-68
1767
$17K ﹤0.01%
9,577
-15,498
1768
$16K ﹤0.01%
1,132
-96
1769
$16K ﹤0.01%
896
+19
1770
$16K ﹤0.01%
2,529
+1,237
1771
$16K ﹤0.01%
358
-66
1772
$16K ﹤0.01%
698
+202
1773
$16K ﹤0.01%
1,775
-3,049
1774
$16K ﹤0.01%
1,857
+845
1775
$16K ﹤0.01%
+897