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 10.46%
4 Utilities 9.97%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$28.2M 0.08%
267,453
+59,502
202
$28.1M 0.08%
405,547
+36,451
203
$28.1M 0.08%
1,174,611
-318,364
204
$28.1M 0.08%
588,858
-520,039
205
$27.8M 0.08%
572,361
+565,603
206
$27.8M 0.08%
358,685
+355,732
207
$27.7M 0.08%
1,081,826
-245,353
208
$27.6M 0.08%
719,322
+326,020
209
$27.4M 0.08%
386,811
+122,490
210
$27.4M 0.08%
308,180
+56,154
211
$27.4M 0.08%
512,200
+30,800
212
$27.3M 0.08%
1,028,012
+340,534
213
$27M 0.08%
241,600
-46,080
214
$26.6M 0.08%
368,786
-41,254
215
$26.4M 0.08%
385,244
+63,044
216
$26.4M 0.08%
239,401
+123,634
217
$26.2M 0.08%
618,150
-69,814
218
$26.2M 0.08%
402,062
+217,276
219
$26.1M 0.08%
716,300
+30,000
220
$26.1M 0.08%
315,092
+5,512
221
$26M 0.08%
845,176
-1,639
222
$26M 0.08%
1,781,650
223
$25.9M 0.08%
327,787
-608,865
224
$25.8M 0.08%
607,371
+30,324
225
$25.8M 0.08%
469,672
-33,096
7 8
9
10 11