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
– –
-1,014,400
2127
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-400
2128
– –
-447,606
2129
– –
-614,680
2130
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-117
2131
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-342
2132
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-479
2133
– –
-853
2134
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-103
2135
– –
-620
2136
– –
-342
2137
– –
-158
2138
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-351
2139
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-50
2140
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-263
2141
– –
-7,500
2142
– –
-37
2143
– –
-3,065,136
2144
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-203
2145
– –
0
2146
– –
-8,600
2147
– –
-5,000
2148
– –
-54,769
2149
– –
-110,914
2150
– –
-2,019,656
84 85
86
87 88