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
$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
2001
$1.41K ﹤0.01%
1,416
2002
$1.38K ﹤0.01%
+113
2003
$1.32K ﹤0.01%
72
-23
2004
$1.3K ﹤0.01%
+45
2005
$1.29K ﹤0.01%
32
-6,702
2006
$1.22K ﹤0.01%
2,286
-1,454
2007
$1.21K ﹤0.01%
+607
2008
$1.19K ﹤0.01%
321
-249,412
2009
$1.19K ﹤0.01%
+365
2010
$1.17K ﹤0.01%
84
2011
$1.15K ﹤0.01%
+17
2012
$1.14K ﹤0.01%
94
-797
2013
$1.13K ﹤0.01%
50
+47
2014
$1.09K ﹤0.01%
+49
2015
$1.08K ﹤0.01%
83
2016
$1.08K ﹤0.01%
451
-849
2017
$1.08K ﹤0.01%
56
2018
$1.07K ﹤0.01%
26
2019
$1.05K ﹤0.01%
1,769
2020
$1.02K ﹤0.01%
4,419
-4,889
2021
$965 ﹤0.01%
+578
2022
$902 ﹤0.01%
477
-90,942
2023
$889 ﹤0.01%
+6
2024
$875 ﹤0.01%
+150
2025
$870 ﹤0.01%
640
79 80
81
82 83