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
1976
$4K ﹤0.01%
68
-9
1977
$4K ﹤0.01%
519
-2,730
1978
$3K ﹤0.01%
85
-336
1979
$3K ﹤0.01%
269
-28
1980
$3K ﹤0.01%
327
-1,485
1981
$3K ﹤0.01%
+300
1982
$3K ﹤0.01%
344
1983
$3K ﹤0.01%
659
+156
1984
$3K ﹤0.01%
178
1985
$3K ﹤0.01%
+134
1986
$3K ﹤0.01%
328
1987
$3K ﹤0.01%
159
1988
$3K ﹤0.01%
9
1989
$3K ﹤0.01%
+82
1990
$3K ﹤0.01%
807
-123
1991
$3K ﹤0.01%
+596
1992
$3K ﹤0.01%
+65
1993
$3K ﹤0.01%
1,376
1994
$3K ﹤0.01%
352
-27
1995
$3K ﹤0.01%
158
-125
1996
$3K ﹤0.01%
+459
1997
$3K ﹤0.01%
92
1998
$3K ﹤0.01%
315
1999
$2K ﹤0.01%
42
-162
2000
$2K ﹤0.01%
1,231
+458