FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,201 positions
ALIBABA GROUP HLDG LTD | 6.1M | $1.3B | 2.9% | $148.89 | +34.06% | 5 qtrssince 2018-Q4 | Increased 67 |
AT&T INC | 21.6M | $843.9M | 1.9% | $12.46 | +47.90% | 5 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 13.5M | $831.6M | 1.9% | $36.40 | +12.29% | 5 qtrssince 2018-Q4 | Increased 55 |
ABBVIE INC | 8.5M | $748.7M | 1.7% | $64.32 | +4.85% | 5 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP NEW | 5.9M | $714.9M | 1.6% | $81.43 | +11.54% | 5 qtrssince 2018-Q4 | Increased 61 |
TAIWAN SEMICONDUCTOR MFG LTD | 12.1M | $702.5M | 1.6% | $33.08 | +56.07% | 5 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 17.7M | $692.6M | 1.5% | $26.37 | +0.90% | 5 qtrssince 2018-Q4 | Increased 70 |
EXXON MOBIL CORP | 9.9M | $691.8M | 1.5% | $49.61 | +5.30% | 5 qtrssince 2018-Q4 | Increased 59 |
PHILIP MORRIS INTL INC | 7.8M | $667.7M | 1.5% | $46.12 | +32.49% | 5 qtrssince 2018-Q4 | Decreased 0 |
DUKE ENERGY CORP NEW | 6.2M | $561.6M | 1.3% | $64.46 | +9.99% | 5 qtrssince 2018-Q4 | Decreased 0 |
DOMINION ENERGY INC | 6.6M | $544.8M | 1.2% | $51.58 | +21.12% | 5 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 3.1M | $484.5M | 1.1% | $101.41 | +46.72% | 5 qtrssince 2018-Q4 | Increased 55 |
PPL CORP | 12.4M | $444.7M | 1.0% | $20.62 | +32.51% | 5 qtrssince 2018-Q4 | Decreased 0 |
COCA COLA CO | 7.7M | $425.2M | 0.9% | $37.93 | +19.09% | 5 qtrssince 2018-Q4 | Decreased 0 |
VENTAS INC | 7M | $401.7M | 0.9% | $44.26 | +1.66% | 5 qtrssince 2018-Q4 | Increased 46 |
GILEAD SCIENCES INC | 5.6M | $364.5M | 0.8% | $48.84 | +3.66% | 5 qtrssince 2018-Q4 | Increased 44 |
SOUTHERN CO | 5.4M | $344.3M | 0.8% | $33.06 | +49.15% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 183,542 | $339.2M | 0.8% | $75.10 | +23.03% | 5 qtrssince 2018-Q4 | Decreased 0 |
PNC FINL SVCS GROUP INC | 2M | $322.8M | 0.7% | $94.62 | +32.11% | 5 qtrssince 2018-Q4 | Increased 47 |
LYONDELLBASELL INDUSTRIES N | 3.4M | $321.3M | 0.7% | $57.87 | +6.18% | 5 qtrssince 2018-Q4 | Increased 48 |
FEDERATED HERMES, INC. manages $44.9B across 2201 positions as of Q4 2019. Top holdings: BABA (2.9%), T (1.9%), VZ (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 207 new positions, 195 exits, 815 increased. Top move: PFE (INCREASED, conviction 70). Portfolio: $44.9B across 2201 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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