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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
$31.6B
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 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-827
2002
– –
-284
2003
– –
-34
2004
– –
-3,946
2005
– –
-25,000
2006
– –
-3,059
2007
– –
-1,801
2008
– –
-9,677
2009
– –
-285,000
2010
– –
-17,240
2011
– –
-20,000
2012
– –
-261
2013
– –
-36,224
2014
– –
-238,765
2015
– –
-15,971
2016
– –
-407
2017
– –
-156,625
2018
– –
-38,395
2019
– –
-72,947
2020
– –
-26,715
2021
– –
-25,791
2022
– –
-393
2023
– –
-301,250
2024
– –
-85,977
2025
– –
-52,687
79 80
81
82 83