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
1951
$4K ﹤0.01%
147
-3
1952
$4K ﹤0.01%
+121
1953
$4K ﹤0.01%
264
1954
$4K ﹤0.01%
296
+154
1955
$4K ﹤0.01%
177
-69,847
1956
$4K ﹤0.01%
141
-5,178
1957
$4K ﹤0.01%
243
1958
$4K ﹤0.01%
903
1959
$4K ﹤0.01%
169
-15
1960
$4K ﹤0.01%
204
1961
$4K ﹤0.01%
1,170
1962
$4K ﹤0.01%
21
+4
1963
$4K ﹤0.01%
124
-9
1964
$4K ﹤0.01%
1,133
-61
1965
$4K ﹤0.01%
1,541
+1,324
1966
$4K ﹤0.01%
400
-81
1967
$4K ﹤0.01%
813
-204
1968
$4K ﹤0.01%
1,163
1969
$4K ﹤0.01%
325
1970
$4K ﹤0.01%
394
-71
1971
$4K ﹤0.01%
41
-3
1972
$4K ﹤0.01%
247
1973
$4K ﹤0.01%
+100
1974
$4K ﹤0.01%
+729
1975
$4K ﹤0.01%
220