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
1951
$4K ﹤0.01%
+121
1952
$4K ﹤0.01%
264
1953
$4K ﹤0.01%
296
+154
1954
$4K ﹤0.01%
177
-69,847
1955
$4K ﹤0.01%
141
-5,178
1956
$4K ﹤0.01%
243
1957
$4K ﹤0.01%
903
1958
$4K ﹤0.01%
169
-15
1959
$4K ﹤0.01%
204
1960
$4K ﹤0.01%
1,170
1961
$4K ﹤0.01%
21
+4
1962
$4K ﹤0.01%
1,133
-61
1963
$4K ﹤0.01%
1,541
+1,324
1964
$4K ﹤0.01%
400
-81
1965
$4K ﹤0.01%
813
-204
1966
$4K ﹤0.01%
1,163
1967
$4K ﹤0.01%
325
1968
$4K ﹤0.01%
394
-71
1969
$4K ﹤0.01%
41
-3
1970
$4K ﹤0.01%
247
1971
$4K ﹤0.01%
68
-9
1972
$4K ﹤0.01%
519
-2,730
1973
$4K ﹤0.01%
371
+166
1974
$4K ﹤0.01%
124
-9
1975
$4K ﹤0.01%
+100
77 78
79
80 81