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
$32.8B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,153
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$107M
3
+$77M
4
BCE icon
BCE
BCE
+$73.1M
5
AGN
Allergan plc
AGN
+$63.7M

Top Sells

1
+$343M
2
+$141M
3
+$97.5M
4
LYB icon
LyondellBasell Industries
LYB
+$93.8M
5
PODD icon
Insulet
PODD
+$76.2M

Sector Composition

1 Healthcare 15.03%
2 Consumer Staples 14.54%
3 Financials 8.88%
4 Technology 8.1%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-2,800
2002
– –
-2,000
2003
– –
-44
2004
– –
-112
2005
– –
-1,955
2006
– –
-2
2007
– –
-4,057
2008
– –
-7,658
2009
– –
-13,134
2010
– –
-115,233
2011
– –
-1,524
2012
– –
-1,153,500
2013
– –
-2,240
2014
– –
-1,658
2015
– –
-8,672
2016
– –
-49
2017
– –
-11,112
2018
– –
-90,112
2019
– –
-14
2020
– –
-279
2021
– –
-7,304
2022
– –
-10,068
2023
– –
-1,700
2024
– –
-150,760
2025
– –
-1,120
79 80
81
82 83