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
2076
– –
-6
2077
– –
-543
2078
– –
-837
2079
– –
-2,988
2080
– –
-288,446
2081
– –
-785,004
2082
– –
-774,000
2083
– –
-31
2084
– –
-25,401
2085
– –
-26
2086
– –
-5,000
2087
– –
-70
2088
– –
-4,000
2089
– –
-2,312
2090
– –
-39
2091
– –
-100
2092
– –
-17,586
2093
– –
-60,000
2094
– –
-3
2095
– –
-228
2096
– –
-16,000
2097
– –
-332
2098
– –
-442,503
2099
– –
-14,496
2100
– –
-3
82 83
84
85 86