Megan Dolan
@Federated Hermes, Inc.
Latest period2024 - Q3ReportedManaged Assets$45.54BTotal holdings2054
Assets growth rate7.94%Assets growth rate (2-Q avg)2.55%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Federated Hermes, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2054 positions.
Assets under management
The assets under management (AUM) of Federated Hermes, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 45.54B in assets, with a quarterly growth rate of 7.94% and a 2-quarter average growth rate of 2.55%. The portfolio is managed by Megan Dolan, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MSFTMicrosoft Corp
| 2% | $909.083M 2.113M shares@ $430.31 avg price | Decreased -4.95% |
NVDANvidia Corporation
| 1.74% | $788.87M 6.496M shares@ $121.44 avg price | Decreased -1.55% |
PMPhilip Morris Intl Inc
| 1.31% | $593.461M 4.888M shares@ $121.41 avg price | Decreased -26.58% |
LYBLyondellbasell Industries N
| 1% | $452.499M 4.718M shares@ $95.91 avg price | Decreased -1.46% |
WINGWingstop Inc
| 0.97% | $437.498M 1.052M shares@ $416.07 avg price | Decreased 0% |
PNCPnc Finl Svcs Group Inc
| 0.9% | $408.264M 2.209M shares@ $184.85 avg price | Decreased -2.51% |
TFCTruist Finl Corp
| 0.88% | $398.915M 9.327M shares@ $42.77 avg price | Decreased -1.1% |
AEPAmerican Elec Pwr Co Inc
| 0.83% | $377.613M 3.68M shares@ $102.61 avg price | Decreased -16.49% |
ETREntergy Corp New
| 0.8% | $362.668M 2.756M shares@ $131.62 avg price | Decreased -1.08% |
DUKDuke Energy Corp New
| 0.79% | $359.151M 3.115M shares@ $115.3 avg price | Decreased -42.73% |