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
2001
– –
-49,490
2002
– –
-11,466
2003
– –
-3,699
2004
– –
-20
2005
– –
-621
2006
– –
-2,156
2007
– –
-2,748
2008
– –
-7,956
2009
– –
-15,000
2010
– –
-18,824
2011
– –
-300,000
2012
– –
-405,489
2013
– –
-335,900
2014
– –
-144,400
2015
– –
-4
2016
– –
-1,818
2017
– –
-7,949
2018
– –
-1,628
2019
– –
-178,956
2020
– –
-460,331
2021
– –
-27,510
2022
– –
-38,068
2023
– –
-13,147
2024
– –
-230,492
2025
– –
-30,000
79 80
81
82 83