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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
$33.3B
AUM Growth
+$524M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$66.4M
3
+$62.5M
4
PM icon
Philip Morris
PM
+$62.2M
5
AER icon
AerCap
AER
+$59.5M

Top Sells

1
+$465M
2
+$89.1M
3
+$72.8M
4
DYAX
DYAX CORPORATION
DYAX
+$62.7M
5
VMC icon
Vulcan Materials
VMC
+$50.4M

Sector Composition

1 Healthcare 16.29%
2 Consumer Staples 14.65%
3 Financials 9%
4 Consumer Discretionary 8.21%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-294
2002
– –
-54,000
2003
– –
-280
2004
– –
-73
2005
– –
-24,701
2006
– –
-67,900
2007
– –
-470
2008
– –
-9,586
2009
– –
-4,000
2010
– –
-29
2011
– –
-300
2012
– –
-2,945
2013
– –
-102
2014
– –
-16,278
2015
– –
-95
2016
– –
-119
2017
– –
-2,998
2018
– –
-1,000
2019
– –
-3,060
2020
– –
-191
2021
– –
-401
2022
– –
-2,900
2023
– –
-306,700
2024
– –
-7
2025
– –
-2,765
79 80
81
82 83