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Federated Hermes

Federated Hermes Portfolio holdings

AUM $61.5B
1-Year Est. Return 30.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.2B
AUM Growth
+$705M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,287
New
Increased
Reduced
Closed

Top Buys

1 +$620M
2 +$217M
3 +$162M
4
D icon
Dominion Energy
D
+$112M
5
DUK icon
Duke Energy
DUK
+$92.7M

Top Sells

1 +$345M
2 +$198M
3 +$156M
4
RAI
Reynolds American Inc
RAI
+$132M
5
MCD icon
McDonald's
MCD
+$123M

Sector Composition

1 Consumer Staples 18.77%
2 Healthcare 15.57%
3 Utilities 10%
4 Communication Services 9.36%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$3K ﹤0.01%
300
1952
$3K ﹤0.01%
483
-53,544
1953
$3K ﹤0.01%
577
+478
1954
$3K ﹤0.01%
326
1955
$3K ﹤0.01%
35
-33
1956
$3K ﹤0.01%
40
1957
$3K ﹤0.01%
44
-53
1958
$3K ﹤0.01%
270
1959
$3K ﹤0.01%
+49
1960
$3K ﹤0.01%
226
-853
1961
$3K ﹤0.01%
1,194
1962
$3K ﹤0.01%
+555
1963
$2K ﹤0.01%
244
-804
1964
$2K ﹤0.01%
116
1965
$2K ﹤0.01%
+56
1966
$2K ﹤0.01%
+199
1967
$2K ﹤0.01%
122
1968
$2K ﹤0.01%
+111
1969
$2K ﹤0.01%
328
+107
1970
$2K ﹤0.01%
446
-63
1971
$2K ﹤0.01%
418
-318
1972
$2K ﹤0.01%
+95
1973
$2K ﹤0.01%
+46
1974
$2K ﹤0.01%
235
-1,892
1975
$2K ﹤0.01%
+105