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
– –
-383,735
2002
– –
-14
2003
– –
-350,000
2004
– –
-480
2005
– –
-143
2006
– –
-319,730
2007
– –
-1,763
2008
– –
-1,881
2009
– –
-286
2010
– –
-5,911
2011
– –
-4,774
2012
– –
-269,423
2013
– –
-471
2014
– –
-7,360
2015
– –
-3,586
2016
– –
-322
2017
– –
-13,676
2018
– –
-456
2019
– –
-333
2020
– –
-827
2021
– –
-284
2022
– –
-520
2023
– –
-18,600
2024
– –
-162
2025
– –
-1,559
79 80
81
82 83