FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,019 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.2M | $993.5M | 2.4% | $140.92 | +213.65% | 23 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 6.6M | $815.2M | 1.9% | $113.85 | +8.46% | 23 qtrssince 2018-Q4 | Increased 81 |
PHILIP MORRIS INTERNATIONAL | 6.7M | $674.7M | 1.6% | $63.26 | +51.31% | 23 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 15.1M | $624M | 1.5% | $35.71 | +2.88% | 23 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 3.2M | $621.9M | 1.5% | $114.24 | +69.16% | 23 qtrssince 2018-Q4 | Increased 52 |
DUKE ENERGY CORP | 5.4M | $545.2M | 1.3% | $76.37 | +23.26% | 23 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.5M | $535.5M | 1.3% | $109.91 | +89.81% | 23 qtrssince 2018-Q4 | Decreased 0 |
LYONDELLBASELL INDU-CL A | 4.8M | $458.1M | 1.1% | $73.46 | +15.04% | 23 qtrssince 2018-Q4 | Decreased 0 |
WINGSTOP INC | 1.1M | $444.4M | 1.1% | $92.41 | +351.66% | 23 qtrssince 2018-Q4 | Decreased 0 |
GILEAD SCIENCES INC | 6.3M | $433.7M | 1.0% | $58.84 | +11.43% | 23 qtrssince 2018-Q4 | Increased 58 |
CROWDSTRIKE HOLDINGS INC - A | 1.1M | $426.2M | 1.0% | $45.92 | +108.61% | 17 qtrssince 2020-Q2 | Increased 49 |
PFIZER INC | 14.9M | $417.6M | 1.0% | $31.85 | -24.36% | 23 qtrssince 2018-Q4 | Increased 45 |
AMGEN INC | 1.3M | $411.6M | 1.0% | $200.22 | +46.77% | 23 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $402.9M | 1.0% | $95.79 | +88.94% | 23 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN ELECTRIC POWER | 4.4M | $386.7M | 0.9% | $76.44 | +6.42% | 23 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 2.4M | $382.4M | 0.9% | $137.16 | +5.66% | 23 qtrssince 2018-Q4 | Increased 58 |
SOUTHERN CO/THE | 4.8M | $373.9M | 0.9% | $44.47 | +66.03% | 23 qtrssince 2018-Q4 | Decreased 0 |
TRUIST BANK | 9.4M | $366.4M | 0.9% | $35.46 | -1.11% | 19 qtrssince 2019-Q4 | Decreased 0 |
US BANCORP | 9M | $355.8M | 0.8% | $37.56 | -0.93% | 23 qtrssince 2018-Q4 | Decreased 0 |
PNC FINANCIAL SERVICES GROUP | 2.3M | $352.2M | 0.8% | $129.15 | +11.41% | 23 qtrssince 2018-Q4 | Decreased 0 |
FEDERATED HERMES, INC. manages $42.2B across 2019 positions as of Q2 2024. Top holdings: MSFT (2.4%), NVDA (1.9%), PM (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 153 new positions, 155 exits, 776 increased. Top move: NVDA (INCREASED, conviction 81). Portfolio: $42.2B across 2019 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