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
1976
– –
-158,400
1977
– –
-762,000
1978
– –
-6,786
1979
– –
-366,369
1980
– –
-286,588
1981
– –
-34,900
1982
– –
-3,829
1983
– –
-365
1984
– –
-64
1985
– –
-51,000
1986
– –
-947
1987
– –
-556
1988
– –
-9,698
1989
– –
-826
1990
– –
-65,106
1991
– –
-1,800
1992
– –
-135
1993
– –
-3,646
1994
– –
-178,956
1995
– –
-460,331
1996
– –
-3,425
1997
– –
-32
1998
– –
-1,248
1999
– –
-855
2000
– –
-5,191
78 79
80
81 82