Federated Hermes

Federated Hermes Portfolio holdings

AUM $59.9B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
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
2,156
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$114M
3
+$89.6M
4
KMI icon
Kinder Morgan
KMI
+$71.1M
5
LUMN icon
Lumen
LUMN
+$45.2M

Top Sells

1
+$206M
2
+$156M
3
+$140M
4
HAL icon
Halliburton
HAL
+$136M
5
JNJ icon
Johnson & Johnson
JNJ
+$130M

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
– –
-156,625
2002
– –
-38,395
2003
– –
-72,947
2004
– –
-26,715
2005
– –
-25,791
2006
– –
-393
2007
– –
-301,250
2008
– –
-85,977
2009
– –
-52,687
2010
– –
-300,000
2011
– –
-145
2012
– –
-293
2013
– –
-2,912,172
2014
– –
-2,100
2015
– –
-20,000
2016
– –
-130
2017
– –
-30,384
2018
– –
-1,781
2019
– –
-5
2020
– –
-28,382
2021
– –
-264,064
2022
– –
-405
2023
– –
-1,802
2024
– –
-217
2025
– –
-645
79 80
81
82 83