FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,111 positions
PHILIP MORRIS INTL INC | 9M | $878.8M | 2.2% | $61.33 | +36.44% | 18 qtrssince 2018-Q4 | Increased 69 |
VERIZON COMMUNICATIONS INC | 20.2M | $784.9M | 2.0% | $34.25 | -11.65% | 18 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 3.7M | $614.6M | 1.5% | $58.22 | +178.68% | 18 qtrssince 2018-Q4 | Increased 52 |
DUKE ENERGY CORP NEW | 6.3M | $605M | 1.5% | $76.26 | +12.18% | 18 qtrssince 2018-Q4 | Increased 62 |
AT&T INC | 30.2M | $581M | 1.5% | $14.59 | +7.87% | 18 qtrssince 2018-Q4 | Increased 66 |
MICROSOFT CORP | 2M | $571.2M | 1.4% | $107.39 | +161.20% | 18 qtrssince 2018-Q4 | Increased 50 |
PFIZER INC | 13.2M | $539.5M | 1.4% | $33.34 | -1.28% | 18 qtrssince 2018-Q4 | Increased 68 |
SOUTHERN CO | 7.6M | $529.8M | 1.3% | $43.53 | +41.34% | 18 qtrssince 2018-Q4 | Increased 64 |
CISCO SYS INC | 9.5M | $496.2M | 1.2% | $40.60 | +17.18% | 18 qtrssince 2018-Q4 | Increased 61 |
GILEAD SCIENCES INC | 5.6M | $468M | 1.2% | $51.14 | +44.77% | 18 qtrssince 2018-Q4 | Decreased 0 |
KIMBERLY-CLARK CORP | 3.5M | $467.7M | 1.2% | $108.21 | +7.64% | 18 qtrssince 2018-Q4 | Increased 50 |
AMERICAN ELEC PWR CO INC | 4.6M | $420.3M | 1.1% | $76.66 | +4.47% | 18 qtrssince 2018-Q4 | Increased 67 |
ABBVIE INC | 2.6M | $418.7M | 1.1% | $71.54 | +95.63% | 18 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 1.7M | $412.4M | 1.0% | $197.33 | +10.04% | 18 qtrssince 2018-Q4 | Increased 61 |
PNC FINL SVCS GROUP INC | 3.1M | $389.7M | 1.0% | $128.73 | -14.56% | 18 qtrssince 2018-Q4 | Increased 51 |
LYONDELLBASELL INDUSTRIES NV | 4M | $375.2M | 0.9% | $70.20 | +7.00% | 18 qtrssince 2018-Q4 | Increased 70 |
UNITED PARCEL SVCS INC | 1.9M | $369.4M | 0.9% | $148.23 | +8.21% | 18 qtrssince 2018-Q4 | Increased 62 |
DOMINION ENERGY INC | 6.5M | $361.6M | 0.9% | $52.04 | -8.28% | 18 qtrssince 2018-Q4 | Increased 57 |
CONAGRA BRANDS INC | 9M | $339.3M | 0.9% | $27.59 | +11.30% | 6 qtrssince 2021-Q4 | Increased 54 |
AMCOR PLC | 29.8M | $339M | 0.9% | $48.69 | -0.30% | 16 qtrssince 2019-Q2 | Increased 57 |
FEDERATED HERMES, INC. manages $39.7B across 2111 positions as of Q1 2023. Top holdings: PM (2.2%), VZ (2.0%), AAPL (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 186 new positions, 226 exits, 908 increased. Top move: LYB (INCREASED, conviction 70). Portfolio: $39.7B across 2111 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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