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
$31.1B
AUM Growth
-$798M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$305M
2
+$160M
3
+$143M
4
PM icon
Philip Morris
PM
+$93.9M
5
BABA icon
Alibaba
BABA
+$93.7M

Top Sells

1
+$447M
2
+$211M
3
+$199M
4
TMO icon
Thermo Fisher Scientific
TMO
+$88M
5
EXPD icon
Expeditors International
EXPD
+$76.2M

Sector Composition

1 Healthcare 15.6%
2 Consumer Staples 13.43%
3 Energy 10.54%
4 Financials 8.95%
5 Utilities 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-86
2002
– –
-826
2003
– –
-8,569
2004
– –
-3,334
2005
– –
-9,542
2006
– –
-44,046
2007
– –
-690,503
2008
– –
-1,204,745
2009
– –
-84
2010
– –
-44
2011
– –
-193
2012
– –
-724
2013
– –
-595
2014
– –
-452
2015
– –
-400
2016
– –
-662
2017
– –
-7,558
2018
– –
-8,245
2019
– –
-375
2020
– –
-1,236
2021
– –
-527
2022
– –
-62,913
2023
– –
-112
2024
– –
-8
2025
– –
-13,075
79 80
81
82 83