Federated Hermes

Federated Hermes Portfolio holdings

AUM $56.6B
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
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
+$176M
2
+$153M
3
+$137M
4
DOC icon
Healthpeak Properties
DOC
+$100M
5
CVX icon
Chevron
CVX
+$81.9M

Top Sells

1
+$284M
2
+$108M
3
+$86.3M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$83.8M
5
AGN
Allergan Inc
AGN
+$79.8M

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
– –
-826
1977
– –
-65,106
1978
– –
-1,800
1979
– –
-135
1980
– –
-3,646
1981
– –
-3,425
1982
– –
-32
1983
– –
-1,248
1984
– –
-855
1985
– –
-5,191
1986
– –
-141,500
1987
– –
-13,370
1988
– –
-3,467
1989
– –
-2
1990
– –
-1
1991
– –
-3,370
1992
– –
-32,385
1993
– –
-15,354
1994
– –
-5,296
1995
– –
-773
1996
– –
-238,374
1997
– –
-103,100
1998
– –
-5
1999
– –
-1,841,573
2000
– –
-5,548
78 79
80
81 82