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
1
$904M 1.98%
2,145,256
+32,584
2
$881M 1.93%
6,559,726
+63,759
3
$735M 1.61%
3,348,721
+68,171
4
$650M 1.42%
2,596,407
-162,697
5
$606M 1.33%
15,142,201
+319
6
$595M 1.3%
6,441,601
-688,145
7
$534M 1.17%
4,434,371
-454,104
8
$505M 1.11%
8,933,844
+571,107
9
$456M 1%
2,566,922
+697,643
10
$452M 0.99%
9,458,048
+58,973
11
$450M 0.98%
3,108,370
+1,011,533
12
$421M 0.92%
2,226,514
-221,958
13
$420M 0.92%
2,899,202
+655,306
14
$409M 0.9%
9,422,266
+95,284
15
$382M 0.84%
14,391,622
-601,995
16
$381M 0.83%
415,746
-16,218
17
$364M 0.8%
1,885,869
-322,754
18
$357M 0.78%
1,371,614
+389,099
19
$345M 0.76%
3,205,479
+90,552
20
$342M 0.75%
3,707,166
+26,725
21
$336M 0.74%
1,451,342
-46,194
22
$319M 0.7%
19,605,303
-4,176,143
23
$313M 0.68%
4,209,783
-508,661
24
$309M 0.68%
2,927,825
+15,055
25
$309M 0.68%
3,036,708
+417,497
1
2 3 4 5