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
$33.3B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,269
New
Increased
Reduced
Closed

Top Buys

1
+$267M
2
+$198M
3
+$168M
4
NVS icon
Novartis
NVS
+$135M
5
MCD icon
McDonald's
MCD
+$131M

Top Sells

1
+$681M
2
+$302M
3
+$217M
4
DXCM icon
DexCom
DXCM
+$143M
5
XOM icon
Exxon Mobil
XOM
+$111M

Sector Composition

1 Healthcare 15.33%
2 Consumer Staples 15.23%
3 Communication Services 10.5%
4 Utilities 9.97%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-11
2202
– –
-167
2203
– –
-6,600
2204
– –
-3,143
2205
– –
-130
2206
– –
-781
2207
– –
-68,000
2208
– –
-1,357
2209
– –
-78,500
2210
– –
-23
2211
– –
-67
2212
– –
-31
2213
– –
-201
2214
– –
-11,124
2215
– –
-6
2216
– –
-83
2217
– –
-1,005
2218
– –
-357
2219
– –
-497
2220
– –
-1,944
2221
– –
-20,000
2222
– –
-3
2223
– –
-12,183
2224
– –
-706,700
2225
– –
-6,797
87 88
89
90 91