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
$61.5B
AUM Growth
+$1.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,192
New
Increased
Reduced
Closed

Top Buys

1 +$516M
2 +$389M
3 +$344M
4
UNH icon
UnitedHealth
UNH
+$305M
5
IT icon
Gartner
IT
+$304M

Top Sells

1 +$475M
2 +$428M
3 +$289M
4
GILD icon
Gilead Sciences
GILD
+$257M
5
AMGN icon
Amgen
AMGN
+$236M

Sector Composition

1 Technology 22.49%
2 Healthcare 14.06%
3 Industrials 11.95%
4 Financials 11.87%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CBNA
2001
Chain Bridge Bancorp
CBNA
$238M
$977 ﹤0.01%
28
IDR icon
2002
Idaho Strategic Resources
IDR
$513M
$964 ﹤0.01%
+30
FERG icon
2003
Ferguson
FERG
$44.5B
$933 ﹤0.01%
4
+2
MYPS icon
2004
PLAYSTUDIOS Inc
MYPS
$78.5M
$933 ﹤0.01%
1,988
-849
CZWI icon
2005
Citizens Community Bancorp
CZWI
$200M
$931 ﹤0.01%
47
UPLD icon
2006
Upland Software
UPLD
$20.8M
$888 ﹤0.01%
1,334
-895
ORGO icon
2007
Organogenesis Holdings
ORGO
$311M
$886 ﹤0.01%
374
-8,167
MRBK icon
2008
Meridian
MRBK
$225M
$872 ﹤0.01%
+46
STEM icon
2009
Stem
STEM
$69M
$866 ﹤0.01%
98
AXTI icon
2010
AXT Inc
AXTI
$5.83B
$855 ﹤0.01%
+15
RDW icon
2011
Redwire
RDW
$3.67B
$850 ﹤0.01%
100
SRZN icon
2012
Surrozen
SRZN
$250M
$845 ﹤0.01%
+29
MGNI icon
2013
Magnite
MGNI
$2.1B
$843 ﹤0.01%
71
-172,876
STRR
2014
Star Equity Holdings
STRR
$41.7M
$802 ﹤0.01%
78
-6
DTI icon
2015
Drilling Tools International
DTI
$95.6M
$792 ﹤0.01%
+183
AVIR icon
2016
Atea Pharmaceuticals
AVIR
$340M
$769 ﹤0.01%
143
-1,159
SATL icon
2017
Satellogic
SATL
$1.06B
$718 ﹤0.01%
+132
SKYE icon
2018
Skye Bioscience
SKYE
$25.8M
$712 ﹤0.01%
1,158
AIRS icon
2019
AirSculpt Technologies
AIRS
$360M
$708 ﹤0.01%
250
-374
MXCT icon
2020
MaxCyte
MXCT
$122M
$705 ﹤0.01%
+1,003
OPRX icon
2021
OptimizeRx
OPRX
$95.9M
$703 ﹤0.01%
112
DERM icon
2022
Journey Medical
DERM
$164M
$675 ﹤0.01%
144
AGIO icon
2023
Agios Pharmaceuticals
AGIO
$1.68B
$643 ﹤0.01%
19
-25,036
PPC icon
2024
Pilgrim's Pride
PPC
$7.11B
$604 ﹤0.01%
16
-154
GNW icon
2025
Genworth Financial
GNW
$3.32B
$601 ﹤0.01%
74