FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q1 2021
Top Holdings2,208 positions
Taiwan Semiconductor Manufacturing Co., Ltd. | 9.7M | $1.1B | 2.2% | $33.08 | +227.41% | 10 qtrssince 2018-Q4 | Decreased 0 |
PHILIP MORRIS INTL INC | 7.1M | $628.3M | 1.2% | $46.33 | +48.52% | 10 qtrssince 2018-Q4 | Increased 50 |
Microsoft Corporation | 2.5M | $581.8M | 1.1% | $101.41 | +122.19% | 10 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 183,844 | $568.8M | 1.1% | $78.88 | +96.12% | 10 qtrssince 2018-Q4 | Increased 52 |
Chevron Corporation | 5.4M | $561.2M | 1.1% | $80.16 | +4.28% | 10 qtrssince 2018-Q4 | Decreased 0 |
AbbVie, Inc. | 5.1M | $555.5M | 1.1% | $63.93 | +36.83% | 10 qtrssince 2018-Q4 | Decreased 0 |
Verizon Communications Inc. | 9.1M | $528.9M | 1.0% | $36.40 | +12.18% | 10 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 9.3M | $520.8M | 1.0% | $48.77 | -6.71% | 10 qtrssince 2018-Q4 | Increased 53 |
Apple Inc. | 3.8M | $465.3M | 0.9% | $45.49 | +161.06% | 10 qtrssince 2018-Q4 | Increased 45 |
Duke Energy Corporation | 4.7M | $454.2M | 0.9% | $63.47 | +23.09% | 10 qtrssince 2018-Q4 | Decreased 0 |
ULTRAGENYX PHARMACEUTICAL IN | 3.9M | $445.5M | 0.9% | $51.26 | +122.13% | 10 qtrssince 2018-Q4 | Decreased 0 |
Pfizer Inc. | 11.9M | $431.3M | 0.8% | — | — | 10 qtrssince 2018-Q4 | Decreased 0 |
Merck & Co., Inc. | 5.5M | $426.5M | 0.8% | $60.63 | +2.31% | 10 qtrssince 2018-Q4 | Increased 52 |
Alphabet Inc. | 205,381 | $423.6M | 0.8% | $58.72 | +73.97% | 10 qtrssince 2018-Q4 | Increased 45 |
AT&T Inc | 13.7M | $416.2M | 0.8% | $12.46 | +28.03% | 10 qtrssince 2018-Q4 | Decreased 0 |
SOUTHERN CO | 6.5M | $404.8M | 0.8% | $34.64 | +46.48% | 10 qtrssince 2018-Q4 | Increased 44 |
Cisco Systems, Inc. | 7.7M | $398.4M | 0.8% | $36.71 | +20.30% | 10 qtrssince 2018-Q4 | Increased 44 |
GILEAD SCIENCES INC | 6.1M | $394.6M | 0.8% | $50.31 | +5.33% | 10 qtrssince 2018-Q4 | Increased 44 |
BAOZUN INC | 10.3M | $393M | 0.8% | $33.64 | +13.37% | 10 qtrssince 2018-Q4 | Increased 56 |
Veeva Systems Inc. | 1.4M | $374.1M | 0.7% | $101.67 | +156.95% | 10 qtrssince 2018-Q4 | Increased 44 |
FEDERATED HERMES, INC. manages $51.6B across 2208 positions as of Q1 2021. Top holdings: TSM (2.2%), PM (1.2%), MSFT (1.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 234 new positions, 251 exits, 916 increased. Top move: BZUN (INCREASED, conviction 56). Portfolio: $51.6B across 2208 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR