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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
$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
– –
-60,000
2002
– –
-8
2003
– –
-15
2004
– –
-306,300
2005
– –
-230,492
2006
– –
-25,790
2007
– –
-30,000
2008
– –
-388,100
2009
– –
-205,809
2010
– –
-150,000
2011
– –
-11,353
2012
– –
-15,196
2013
– –
-46,033
2014
– –
-69
2015
– –
-20,792
2016
– –
-1,824
2017
– –
-21,959
2018
– –
-272,100
2019
– –
-22,642
2020
– –
-1,582,278
2021
– –
-368,506
2022
– –
-293,911
2023
– –
-20,614
2024
– –
-5,045
2025
– –
-277,700
79 80
81
82 83