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
$31.6B
AUM Growth
+$558M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,155
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$113M
3
+$87.6M
4
KMI icon
Kinder Morgan
KMI
+$76.3M
5
TEL icon
TE Connectivity
TEL
+$47.4M

Top Sells

1
+$211M
2
+$202M
3
+$147M
4
JNJ icon
Johnson & Johnson
JNJ
+$129M
5
HAL icon
Halliburton
HAL
+$110M

Sector Composition

1 Consumer Staples 14.71%
2 Healthcare 14.57%
3 Financials 9.49%
4 Utilities 8.67%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-1,802
2002
– –
-17
2003
– –
-3
2004
– –
-1,648
2005
– –
-34
2006
– –
-3,946
2007
– –
-25,000
2008
– –
-3,059
2009
– –
-1,801
2010
– –
-15,971
2011
– –
-722,121
2012
– –
-305
2013
– –
-1,000,000
2014
– –
-18
2015
– –
-475
2016
– –
-5,000
2017
– –
-288
2018
– –
-135,641
2019
– –
-2,471
2020
– –
-350,000
2021
– –
-827
2022
– –
-284
2023
– –
-520
2024
– –
-854
2025
– –
-28,382
79 80
81
82 83