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
$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
1
$1.14B 3.41%
35,404,165
+1,495,392
2
$1.13B 3.39%
21,166,107
+825,524
3
$943M 2.83%
15,058,050
+94,872
4
$939M 2.81%
13,886,143
+1,879,295
5
$929M 2.78%
10,155,522
-687,866
6
$834M 2.5%
6,851,062
+1,073,723
7
$758M 2.27%
8,736,412
+3,078,924
8
$747M 2.24%
8,882,622
-1,247,011
9
$744M 2.23%
15,129,318
-349,111
10
$722M 2.16%
9,305,481
-737,922
11
$688M 2.06%
16,587,254
+4,778,914
12
$666M 2%
11,856,137
-5,384,904
13
$649M 1.95%
5,514,119
-771,290
14
$571M 1.71%
6,321,826
-1,229,662
15
$549M 1.64%
7,165,426
+572,077
16
$491M 1.47%
14,421,320
-453,124
17
$425M 1.28%
3,727,682
+54,976
18
$304M 0.91%
4,266,806
+2,361,041
19
$284M 0.85%
4,549,436
-1,169,197
20
$275M 0.82%
2,384,722
-916,417
21
$245M 0.73%
2,803,716
-2,486,803
22
$240M 0.72%
3,805,001
+60,102
23
$226M 0.68%
3,065,549
-477,351
24
$212M 0.64%
4,906,903
-1,127,962
25
$202M 0.61%
1,933,910
-125,319
1
2 3 4 5