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

Top Buys

1
+$298M
2
+$158M
3
+$138M
4
PM icon
Philip Morris
PM
+$95.2M
5
BABA icon
Alibaba
BABA
+$94.8M

Top Sells

1
+$452M
2
+$212M
3
+$203M
4
TMO icon
Thermo Fisher Scientific
TMO
+$88M
5
EXPD icon
Expeditors International
EXPD
+$80M

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
– –
-9,095
2002
– –
-282
2003
– –
-254
2004
– –
-6,925
2005
– –
-3,983
2006
– –
-448
2007
– –
-700,000
2008
– –
-593
2009
– –
-75
2010
– –
-13
2011
– –
-2,200
2012
– –
-336
2013
– –
-62
2014
– –
-225,933
2015
– –
-607
2016
– –
-36
2017
– –
-13,137
2018
– –
-1,787
2019
– –
-106,283
2020
– –
-42
2021
– –
-146
2022
– –
-18,728
2023
– –
-15,500
2024
– –
-112
2025
– –
-47,600
79 80
81
82 83