FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,067 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.1M | $904.2M | 2.0% | $145.18 | +190.47% | 25 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORP | 6.6M | $880.9M | 1.9% | $114.08 | +20.48% | 25 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 3.3M | $734.7M | 1.6% | $117.80 | +87.87% | 25 qtrssince 2018-Q4 | Increased 51 |
APPLE INC | 2.6M | $650.2M | 1.4% | $119.42 | +108.19% | 25 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 15.1M | $605.5M | 1.3% | $35.72 | +1.97% | 25 qtrssince 2018-Q4 | Increased 49 |
GILEAD SCIENCES INC | 6.4M | $595M | 1.3% | $61.32 | +45.98% | 25 qtrssince 2018-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 4.4M | $533.7M | 1.2% | $63.26 | +83.23% | 25 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 8.9M | $505.3M | 1.1% | $44.25 | +17.79% | 25 qtrssince 2018-Q4 | Increased 53 |
ABBVIE INC | 2.6M | $456.1M | 1.0% | $110.69 | +51.53% | 25 qtrssince 2018-Q4 | Increased 58 |
US BANCORP | 9.5M | $452.4M | 1.0% | $37.84 | +20.84% | 25 qtrssince 2018-Q4 | Increased 44 |
JOHNSON & JOHNSON | 3.1M | $449.5M | 1.0% | $143.06 | -2.78% | 25 qtrssince 2018-Q4 | Increased 61 |
ALPHABET INC-CL A | 2.2M | $421.5M | 0.9% | $102.29 | +86.22% | 25 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 2.9M | $419.9M | 0.9% | $136.76 | -0.99% | 25 qtrssince 2018-Q4 | Increased 55 |
TRUIST BANK | 9.4M | $408.7M | 0.9% | $35.51 | +12.92% | 21 qtrssince 2019-Q4 | Increased 44 |
PFIZER INC | 14.4M | $381.8M | 0.8% | $31.82 | -26.07% | 25 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 415,746 | $380.9M | 0.8% | $438.02 | +107.18% | 25 qtrssince 2018-Q4 | Decreased 0 |
PNC FINANCIAL SERVICES GROUP | 1.9M | $363.7M | 0.8% | $129.15 | +40.69% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 1.4M | $357.5M | 0.8% | $214.00 | +16.26% | 25 qtrssince 2018-Q4 | Increased 58 |
DUKE ENERGY CORP | 3.2M | $345.4M | 0.8% | $77.12 | +33.65% | 25 qtrssince 2018-Q4 | Increased 45 |
AMERICAN ELECTRIC POWER | 3.7M | $341.9M | 0.7% | $76.51 | +13.87% | 25 qtrssince 2018-Q4 | Increased 44 |
FEDERATED HERMES, INC. manages $45.7B across 2067 positions as of Q4 2024. Top holdings: MSFT (2.0%), NVDA (1.9%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 176 new positions, 164 exits, 856 increased. Top move: JNJ (INCREASED, conviction 61). Portfolio: $45.7B across 2067 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