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
$31.6B
AUM Growth
+$558M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,156
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$114M
3
+$89.6M
4
KMI icon
Kinder Morgan
KMI
+$71.1M
5
LUMN icon
Lumen
LUMN
+$45.2M

Top Sells

1
+$206M
2
+$156M
3
+$140M
4
HAL icon
Halliburton
HAL
+$136M
5
JNJ icon
Johnson & Johnson
JNJ
+$130M

Sector Composition

1 Consumer Staples 14.71%
2 Healthcare 14.57%
3 Financials 9.49%
4 Utilities 8.67%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-106
1977
– –
-30,000
1978
– –
-3,998
1979
– –
-1,165
1980
– –
-82,258
1981
– –
-115,215
1982
– –
-819,471
1983
– –
-135,641
1984
– –
-926,291
1985
– –
-18,600
1986
– –
-887
1987
– –
-134
1988
– –
-1,865,911
1989
– –
-363,100
1990
– –
-2,027
1991
– –
-326
1992
– –
-369
1993
– –
-2,072,164
1994
– –
-87
1995
– –
-639
1996
– –
-407
1997
– –
-156,625
1998
– –
-38,395
1999
– –
-72,947
2000
– –
-26,715
78 79
80
81 82