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
$31.9B
AUM Growth
+$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,076
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$139M
3
+$122M
4
DOC icon
Healthpeak Properties
DOC
+$100M
5
CVX icon
Chevron
CVX
+$78.1M

Top Sells

1
+$276M
2
+$110M
3
+$84.2M
4
AGN
Allergan Inc
AGN
+$73.4M
5
MS icon
Morgan Stanley
MS
+$66.1M

Sector Composition

1 Healthcare 15.6%
2 Consumer Staples 12.46%
3 Energy 12.05%
4 Financials 8.62%
5 Utilities 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$1K ﹤0.01%
+8
1952
$1K ﹤0.01%
+6
1953
– –
0
1954
$1K ﹤0.01%
+86
1955
$1K ﹤0.01%
+50
1956
$1K ﹤0.01%
26
-7,627
1957
– –
-2
1958
– –
-1
1959
– –
-36,602
1960
– –
-1,581
1961
– –
-60,000
1962
– –
-20,792
1963
– –
-7,812
1964
– –
-76,285
1965
– –
-69
1966
– –
-1,824
1967
– –
-21,959
1968
– –
-272,100
1969
– –
-114,700
1970
– –
-230,036
1971
– –
-5,254
1972
– –
-22,642
1973
– –
-1,582,278
1974
– –
-1,216
1975
– –
-31,274
77 78
79
80 81