FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q4 2020
Top Holdings2,225 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 9.8M | $1.1B | 2.2% | $33.37 | +200.05% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 2.9M | $683M | 1.4% | $150.55 | +45.48% | 9 qtrssince 2018-Q4 | Decreased 0 |
Ultragenyx Pharmaceutical, Inc. | 4.3M | $592.6M | 1.2% | $50.88 | +183.74% | 9 qtrssince 2018-Q4 | Increased 52 |
PHILIP MORRIS INTERNATIONAL | 7M | $582.1M | 1.2% | $47.71 | +34.07% | 9 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 176,733 | $575.6M | 1.2% | $74.69 | +119.95% | 9 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2.6M | $575.3M | 1.2% | $101.05 | +110.50% | 9 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 5.2M | $555.8M | 1.1% | $64.32 | +33.92% | 9 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 9.5M | $555.6M | 1.1% | $37.58 | +12.69% | 9 qtrssince 2018-Q4 | Decreased 0 |
AT&T INC | 18.1M | $521.4M | 1.1% | $12.87 | +18.09% | 9 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 3.7M | $494.3M | 1.0% | $95.14 | +35.40% | 9 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 5.5M | $461.4M | 0.9% | $81.43 | -16.08% | 9 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 12.3M | $451.8M | 0.9% | $26.37 | +4.00% | 9 qtrssince 2018-Q4 | Decreased 0 |
DUKE ENERGY CORP | 4.8M | $437M | 0.9% | $64.46 | +14.51% | 9 qtrssince 2018-Q4 | Decreased 0 |
SOUTHERN CO/THE | 6.5M | $399M | 0.8% | $35.42 | +41.63% | 9 qtrssince 2018-Q4 | Decreased 0 |
VEEVA SYSTEMS INC-CLASS A | 1.4M | $384.1M | 0.8% | $97.61 | +182.83% | 9 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 4.6M | $380.3M | 0.8% | $61.23 | +7.16% | 9 qtrssince 2018-Q4 | Increased 44 |
EXXON MOBIL CORP | 8.7M | $358.1M | 0.7% | $49.61 | -31.93% | 9 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 639,062 | $351.8M | 0.7% | $38.16 | +186.92% | 9 qtrssince 2018-Q4 | Increased 45 |
GILEAD SCIENCES INC | 6M | $350.7M | 0.7% | $50.51 | -7.45% | 9 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 199,109 | $349M | 0.7% | $57.45 | +49.99% | 9 qtrssince 2018-Q4 | Increased 49 |
FEDERATED HERMES, INC. manages $48.9B across 2225 positions as of Q4 2020. Top holdings: TSM (2.2%), BABA (1.4%), RARE (1.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 203 new positions, 214 exits, 867 increased. Top move: RARE (INCREASED, conviction 52). Portfolio: $48.9B across 2225 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
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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