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
$30.8B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,153
New
Increased
Reduced
Closed

Top Buys

1
+$719M
2
+$436M
3
+$100M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$82.3M
5
BHC icon
Bausch Health
BHC
+$76.3M

Top Sells

1
+$847M
2
+$185M
3
+$148M
4
APD icon
Air Products & Chemicals
APD
+$73.7M
5
GS icon
Goldman Sachs
GS
+$58.1M

Sector Composition

1 Consumer Staples 18.05%
2 Healthcare 15.39%
3 Financials 9%
4 Consumer Discretionary 8.79%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-55,906
2002
– –
-51,518
2003
– –
-25,933
2004
– –
-9,947,467
2005
– –
-6,621
2006
– –
-376,735
2007
– –
-9,132
2008
– –
-55,279
2009
– –
-1
2010
– –
-164
2011
– –
-17,119
2012
– –
-328
2013
– –
-3,472
2014
– –
-16
2015
– –
-82,100
2016
– –
-584,595
2017
– –
-125,503
2018
– –
-200,000
2019
– –
-1,341
2020
– –
-11,601
2021
– –
-267
2022
– –
-212
2023
– –
-688,211
2024
– –
-183,004
2025
– –
-7,418
79 80
81
82 83