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
201
$62.2M 0.14%
1,073,777
+268,823
202
$62.2M 0.14%
+2,510,500
203
$62M 0.14%
682,369
+56,776
204
$61.7M 0.14%
325,448
-142,462
205
$61.6M 0.14%
1,122,373
+227,675
206
$60.6M 0.13%
959,012
-998,013
207
$60M 0.13%
250,378
+6,399
208
$59.7M 0.13%
832,758
+73,669
209
$58.9M 0.13%
493,339
-35,686
210
$58.8M 0.13%
256,041
-193,932
211
$58.7M 0.13%
249,591
+80,668
212
$58.5M 0.13%
1,958,264
-1,043,199
213
$58M 0.13%
710,716
+23,517
214
$58M 0.13%
1,138,346
+1,114,913
215
$57.8M 0.13%
2,603,036
+2,047,430
216
$57.4M 0.13%
887,134
+49,916
217
$57M 0.12%
224,921
+213,671
218
$55.8M 0.12%
11,812,871
-2,515,352
219
$55.5M 0.12%
1,899,590
-512,137
220
$55.5M 0.12%
2,045,958
-365,642
221
$55.5M 0.12%
614,121
-172,269
222
$55.3M 0.12%
11,279,327
223
$54.3M 0.12%
230,573
+15,082
224
$53.3M 0.12%
42,070
+3,431
225
$53.1M 0.12%
221,596
+23,595
7 8
9
10 11