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
2126
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2127
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-1,014,400
2128
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-400
2129
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-447,606
2130
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2131
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2132
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-342
2133
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2134
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-853
2135
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-543
2136
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-837
2137
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-2,988
2138
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-288,446
2139
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2140
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-620
2141
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-342
2142
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2143
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2144
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-785,004
2145
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-774,000
2146
– –
-31
2147
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-25,401
2148
– –
-26
2149
– –
-5,000
2150
– –
-70
84 85
86
87 88