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
2176
– –
-623
2177
– –
-46,545
2178
– –
-27
2179
– –
-42,464
2180
– –
-3
2181
– –
-230
2182
– –
-6
2183
– –
-72
2184
– –
-1,025
2185
– –
-121,674
2186
– –
-13
2187
– –
-383
2188
– –
-4,000
2189
– –
-25,420
2190
– –
-197
2191
– –
-2,312
2192
– –
-39
2193
– –
-100
2194
– –
-886
2195
– –
-177
2196
– –
-1,403,638
2197
– –
-556
2198
– –
-426,367
2199
– –
-28,000
2200
– –
-260
86 87
88
89 90