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
2051
$220 ﹤0.01%
4
2052
$174 ﹤0.01%
4
+1
2053
$167 ﹤0.01%
4
2054
$106 ﹤0.01%
4
-42
2055
$51 ﹤0.01%
4
+1
2056
$34 ﹤0.01%
4
+1
2057
$31 ﹤0.01%
4
+1
2058
$24 ﹤0.01%
2
2059
$19 ﹤0.01%
5
+2
2060
$18 ﹤0.01%
6
+2
2061
$14 ﹤0.01%
4
+1
2062
$12 ﹤0.01%
2
+1
2063
$9 ﹤0.01%
2
+1
2064
$8 ﹤0.01%
5
+2
2065
$5 ﹤0.01%
3
+1
2066
– –
0
2067
– –
-354
2068
– –
-7,247
2069
– –
-551,398
2070
– –
-13
2071
– –
-37
2072
– –
-337,821
2073
– –
-116,667
2074
– –
-228
2075
– –
-16,000
81 82
83
84 85