FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q3 2019
Top Holdings2,190 positions
AT&T INC | 24.5M | $926.7M | 2.3% | $12.46 | +40.63% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 4.8M | $810.5M | 2.0% | $135.66 | +16.00% | 4 qtrssince 2018-Q4 | Increased 55 |
VERIZON COMMUNICATIONS INC | 12.2M | $738.2M | 1.8% | $35.92 | +10.71% | 4 qtrssince 2018-Q4 | Increased 50 |
AbbVie Inc. | 8.6M | $652M | 1.6% | $64.32 | -11.62% | 4 qtrssince 2018-Q4 | Increased 54 |
TAIWAN SEMICONDUCTOR MFG LTD | 13.7M | $638.8M | 1.6% | $33.08 | +23.99% | 4 qtrssince 2018-Q4 | Increased 57 |
Philip Morris International Inc. | 8M | $608.5M | 1.5% | $46.12 | +16.61% | 4 qtrssince 2018-Q4 | Decreased 0 |
DUKE ENERGY CORP NEW | 6.3M | $602.4M | 1.5% | $64.46 | +15.37% | 4 qtrssince 2018-Q4 | Increased 49 |
DOMINION ENERGY INC | 7.3M | $590.8M | 1.5% | $51.58 | +17.19% | 4 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 8.4M | $589.9M | 1.4% | $49.12 | +8.10% | 4 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 4.2M | $575.1M | 1.4% | $89.74 | +22.61% | 4 qtrssince 2018-Q4 | Decreased 0 |
Chevron Corp. | 4.8M | $569.4M | 1.4% | $79.21 | +12.35% | 4 qtrssince 2018-Q4 | Decreased 0 |
Coca-Cola Co (The) | 10.2M | $554.1M | 1.4% | $37.93 | +16.27% | 4 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE INC | 4.5M | $539.8M | 1.3% | $71.98 | +24.15% | 4 qtrssince 2018-Q4 | Increased 50 |
Ventas Inc. | 6.7M | $488.7M | 1.2% | $44.23 | +26.90% | 4 qtrssince 2018-Q4 | Increased 52 |
Southern Co. | 6.8M | $418.5M | 1.0% | $33.06 | +43.19% | 4 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 11.5M | $414.5M | 1.0% | $26.25 | -7.92% | 4 qtrssince 2018-Q4 | Increased 79 |
PPL CORP | 12.8M | $403.2M | 1.0% | $20.62 | +14.90% | 4 qtrssince 2018-Q4 | Increased 44 |
Microsoft Corp. | 2.8M | $383M | 0.9% | $95.96 | +36.24% | 4 qtrssince 2018-Q4 | Increased 46 |
VEEVA SYS INC | 2.4M | $368M | 0.9% | $89.32 | +70.95% | 4 qtrssince 2018-Q4 | Decreased 0 |
GILEAD SCIENCES INC | 5.6M | $353.5M | 0.9% | $48.83 | +0.19% | 4 qtrssince 2018-Q4 | Increased 71 |
FEDERATED HERMES, INC. manages $40.7B across 2190 positions as of Q3 2019. Top holdings: T (2.3%), BABA (2.0%), VZ (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 237 new positions, 205 exits, 792 increased. Top move: PFE (INCREASED, conviction 79). Portfolio: $40.7B across 2190 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