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
$33.3B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,269
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$199M
3
+$168M
4
NVS icon
Novartis
NVS
+$134M
5
MCD icon
McDonald's
MCD
+$126M

Top Sells

1
+$645M
2
+$315M
3
+$213M
4
DXCM icon
DexCom
DXCM
+$170M
5
XOM icon
Exxon Mobil
XOM
+$107M

Sector Composition

1 Healthcare 15.33%
2 Consumer Staples 15.23%
3 Communication Services 10.5%
4 Utilities 9.97%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$5K ﹤0.01%
326
1927
$5K ﹤0.01%
131
+40
1928
$5K ﹤0.01%
35
1929
$5K ﹤0.01%
55
+7
1930
$5K ﹤0.01%
+225
1931
$5K ﹤0.01%
565
-25,080
1932
$5K ﹤0.01%
66
-915
1933
$5K ﹤0.01%
+201
1934
$5K ﹤0.01%
185
+42
1935
$5K ﹤0.01%
221
-362
1936
$5K ﹤0.01%
3,876
+235
1937
$5K ﹤0.01%
230
-605
1938
$5K ﹤0.01%
262
-316
1939
$5K ﹤0.01%
921
1940
$5K ﹤0.01%
+199
1941
$5K ﹤0.01%
+1,065
1942
$5K ﹤0.01%
923
-6,668
1943
$5K ﹤0.01%
+42
1944
$5K ﹤0.01%
225
1945
$4K ﹤0.01%
65
-350
1946
$4K ﹤0.01%
957
1947
$4K ﹤0.01%
+355
1948
$4K ﹤0.01%
155
-571
1949
$4K ﹤0.01%
24
-52
1950
$4K ﹤0.01%
147
-3
76 77
78
79 80