Federated Hermes

Federated Hermes Portfolio holdings

AUM $53.1B
1-Year Est. Return 30.23%
This Quarter Est. Return
1 Year Est. Return
+30.23%
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
2026
$858 ﹤0.01%
43
-133
2027
$842 ﹤0.01%
202
+101
2028
$757 ﹤0.01%
159
2029
$715 ﹤0.01%
6
2030
$701 ﹤0.01%
12
2031
$688 ﹤0.01%
+77
2032
$675 ﹤0.01%
10
-3
2033
$668 ﹤0.01%
23
2034
$640 ﹤0.01%
55
-120
2035
$613 ﹤0.01%
+414
2036
$595 ﹤0.01%
1,014
-14,048
2037
$585 ﹤0.01%
+224
2038
$568 ﹤0.01%
+16
2039
$543 ﹤0.01%
+15
2040
$532 ﹤0.01%
313
+115
2041
$519 ﹤0.01%
20
2042
$496 ﹤0.01%
1,406
-2,669
2043
$397 ﹤0.01%
+328
2044
$378 ﹤0.01%
2
-405
2045
$296 ﹤0.01%
+13
2046
$282 ﹤0.01%
2
-4
2047
$270 ﹤0.01%
+7
2048
$255 ﹤0.01%
23
2049
$244 ﹤0.01%
3
2050
$225 ﹤0.01%
+12
80 81
82
83 84