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 |
---|---|---|---|
UPSUnited Parcel Service Inc
| 0.48% | $216.879M 1.591M shares@ $136.35 avg price | Decreased -8.61% |
EVRGEvergy Inc
| 0.46% | $208.425M 3.361M shares@ $62.01 avg price | Decreased -3.71% |
AMCRAmcor Plc
| 0.45% | $202.492M 17.872M shares@ $11.33 avg price | Decreased -25.15% |
TRVTravelers Companies Inc
| 0.43% | $191.942M 819,845 shares@ $234.13 avg price | Decreased -4.8% |
BBYBest Buy Inc
| 0.41% | $184.412M 1.785M shares@ $103.31 avg price | Decreased -29.88% |
SPOTSpotify Technology S A
| 0.39% | $173.219M 470,018 shares@ $368.54 avg price | Decreased -19.92% |
BACBank America Corp
| 0.35% | $158.912M 4.005M shares@ $39.68 avg price | Decreased -3.49% |
VVisa Inc
| 0.35% | $156.696M 569,908 shares@ $274.96 avg price | Decreased -21.08% |
TTETotalenergies Se
| 0.35% | $156.065M 2.415M shares@ $64.63 avg price | Decreased -0.33% |
ISRGIntuitive Surgical Inc
| 0.34% | $154.27M 314,022 shares@ $491.27 avg price | Decreased -0.11% |