Federated Hermes

Federated Hermes Portfolio holdings

AUM $59.9B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.7B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,228
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$157M
3
+$128M
4
AMGN icon
Amgen
AMGN
+$115M
5
GEV icon
GE Vernova
GEV
+$109M

Top Sells

1
+$152M
2
+$132M
3
+$114M
4
MS icon
Morgan Stanley
MS
+$108M
5
BCE icon
BCE
BCE
+$99.5M

Sector Composition

1 Technology 20.58%
2 Healthcare 15.8%
3 Financials 14.36%
4 Industrials 10.84%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3.52M 0.01%
98,524
+4,891
802
$3.5M 0.01%
564,167
+417,044
803
$3.5M 0.01%
2,895,000
-700,000
804
$3.49M 0.01%
16,415
+161
805
$3.48M 0.01%
726,619
+9,840
806
$3.46M 0.01%
31,564
-26,555
807
$3.45M 0.01%
119,114
-53,463
808
$3.44M 0.01%
379,919
+156,734
809
$3.44M 0.01%
39,894
-194,125
810
$3.43M 0.01%
31,557
+902
811
$3.43M 0.01%
31,462
-52,430
812
$3.42M 0.01%
24,891
-170
813
$3.41M 0.01%
157,246
+80,702
814
$3.39M 0.01%
66,078
+2,759
815
$3.39M 0.01%
44,070
+9,364
816
$3.34M 0.01%
642,004
+70,620
817
$3.33M 0.01%
103,397
+572
818
$3.32M 0.01%
83,808
+14,942
819
$3.31M 0.01%
103,818
+6,586
820
$3.31M 0.01%
17,980
-46
821
$3.3M 0.01%
23,620
-119
822
– –
0
823
$3.3M 0.01%
+78,921
824
$3.28M 0.01%
125,886
+97,643
825
$3.26M 0.01%
162,757
+456
31 32
33
34 35