FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q1 2024
Top Holdings2,021 positions
MICROSOFT CORP | 2.2M | $941.8M | 2.2% | $141.20 | +192.27% | 22 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 15.7M | $660.2M | 1.5% | $34.26 | +2.44% | 22 qtrssince 2018-Q4 | Increased 50 |
PHILIP MORRIS INTL INC | 7M | $644M | 1.5% | $61.33 | +35.78% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 665,084 | $600.9M | 1.4% | $23.74 | +279.46% | 22 qtrssince 2018-Q4 | Increased 50 |
AMAZON COM INC | 3.1M | $559.4M | 1.3% | $91.21 | +97.76% | 22 qtrssince 2018-Q4 | Decreased 0 |
DUKE ENERGY CORP NEW | 5.6M | $539.2M | 1.2% | $75.12 | +17.65% | 22 qtrssince 2018-Q4 | Decreased 0 |
LYONDELLBASELL INDUSTRIES NV | 4.9M | $501.2M | 1.2% | $71.60 | +20.49% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.6M | $446.4M | 1.0% | $70.09 | +142.02% | 22 qtrssince 2018-Q4 | Increased 54 |
US BANCORP | 9.5M | $425.9M | 1.0% | $36.49 | +10.26% | 22 qtrssince 2018-Q4 | Decreased 0 |
SOUTHERN CO | 5.9M | $422.6M | 1.0% | $43.53 | +51.72% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 1.5M | $418.5M | 1.0% | $199.05 | +32.61% | 22 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 14.5M | $401.1M | 0.9% | — | — | 22 qtrssince 2018-Q4 | Increased 48 |
WINGSTOP INC | 1.1M | $400.4M | 0.9% | $92.41 | +291.32% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN ELEC PWR CO INC | 4.6M | $399.2M | 0.9% | $76.44 | +3.42% | 22 qtrssince 2018-Q4 | Decreased 0 |
KIMBERLY-CLARK CORP | 3M | $392.9M | 0.9% | $108.15 | +7.78% | 22 qtrssince 2018-Q4 | Decreased 0 |
GILEAD SCIENCES INC | 5.3M | $387.1M | 0.9% | $56.74 | +19.73% | 22 qtrssince 2018-Q4 | Increased 58 |
TRUIST FINL CORP | 9.9M | $386.1M | 0.9% | $35.46 | -2.09% | 18 qtrssince 2019-Q4 | Decreased 0 |
PNC FINL SVCS GROUP INC | 2.4M | $384M | 0.9% | $127.97 | +14.64% | 22 qtrssince 2018-Q4 | Decreased 0 |
DOMINION ENERGY INC | 7.8M | $383.7M | 0.9% | $49.75 | -11.70% | 22 qtrssince 2018-Q4 | Increased 45 |
HUNTINGTON BANCSHARES INC | 26.1M | $364.3M | 0.8% | $10.48 | +20.46% | 22 qtrssince 2018-Q4 | Decreased 0 |
FEDERATED HERMES, INC. manages $43.4B across 2021 positions as of Q1 2024. Top holdings: MSFT (2.2%), VZ (1.5%), PM (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 170 new positions, 184 exits, 796 increased. Top move: GILD (INCREASED, conviction 58). Portfolio: $43.4B across 2021 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