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
– –
-917
2002
– –
-1,602
2003
– –
-6,782
2004
– –
-4
2005
– –
-1,474
2006
– –
-52
2007
– –
-400
2008
– –
-11,347
2009
– –
-500
2010
– –
-185,800
2011
– –
-186
2012
– –
-282
2013
– –
-244
2014
– –
-2,969
2015
– –
-293
2016
– –
-31
2017
– –
-189
2018
– –
-2,076,299
2019
– –
-110
2020
– –
-111
2021
– –
-7
2022
– –
-41,850
2023
– –
-9,095
2024
– –
-5,300
2025
– –
-13
79 80
81
82 83