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
2001
– –
-17,688
2002
– –
-13,370
2003
– –
-3,467
2004
– –
-3,370
2005
– –
-32,385
2006
– –
-15,354
2007
– –
-5,296
2008
– –
-773
2009
– –
-238,374
2010
– –
-103,100
2011
– –
-5
2012
– –
-1,841,573
2013
– –
-5,548
2014
– –
-49,490
2015
– –
-11,466
2016
– –
-3,699
2017
– –
-20
2018
– –
-621
2019
– –
-2,156
2020
– –
-2,748
2021
– –
-7,956
2022
– –
-15,000
2023
– –
-18,824
2024
– –
-300,000
2025
– –
-405,489
79 80
81
82 83