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 |
---|---|---|---|
VZVerizon Communications Inc
| 1.5% | $680.022M 15.142M shares@ $44.91 avg price | Increased 0.07% |
AAPLApple Inc
| 1.42% | $642.871M 2.759M shares@ $233.01 avg price | Increased 8.52% |
AMZNAmazon Com Inc
| 1.35% | $611.265M 3.281M shares@ $186.34 avg price | Increased 1.94% |
GILDGilead Sciences Inc
| 1.32% | $597.758M 7.13M shares@ $83.85 avg price | Increased 12.8% |
PFEPfizer Inc
| 0.96% | $433.915M 14.994M shares@ $28.95 avg price | Increased 0.47% |
BMYBristol-myers Squibb Co
| 0.96% | $432.688M 8.363M shares@ $51.74 avg price | Increased 10.82% |
USBUs Bancorp Del
| 0.95% | $429.82M 9.399M shares@ $45.74 avg price | Increased 4.87% |
GOOGLAlphabet Inc
| 0.9% | $406.079M 2.448M shares@ $165.85 avg price | Increased 10.69% |
COSTCostco Whsl Corp New
| 0.85% | $382.945M 431,964 shares@ $886.53 avg price | Increased 4.54% |
ABBVAbbvie Inc
| 0.82% | $369.145M 1.869M shares@ $197.49 avg price | Increased 2.68% |