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
2201
– –
-400,000
2202
– –
-87,425
2203
– –
-175
2204
– –
-1,382
2205
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-100
2206
– –
-78
2207
– –
-17,586
2208
– –
-60,000
2209
– –
-5,332
2210
– –
-937,250
2211
– –
-714
2212
– –
-45
2213
– –
-1
2214
– –
-757
2215
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-3
2216
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-6
2217
– –
-10
2218
– –
-66,781
2219
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-661
2220
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-78,673
2221
– –
-6,152,478
2222
– –
-2,097
2223
– –
-14,496
2224
– –
-598
2225
– –
-1,205
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