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
$31.5B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,247
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$77.6M
3
+$63.3M
4
BHI
Baker Hughes
BHI
+$58.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$54M

Top Sells

1
+$245M
2
+$130M
3
+$122M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$72.5M
5
MCD icon
McDonald's
MCD
+$67.2M

Sector Composition

1 Consumer Staples 18.1%
2 Healthcare 14.86%
3 Consumer Discretionary 9.47%
4 Financials 9.37%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
+122
2002
$1K ﹤0.01%
+15
2003
$1K ﹤0.01%
+159
2004
$1K ﹤0.01%
5
-4
2005
$1K ﹤0.01%
46
2006
$1K ﹤0.01%
28
-188,934
2007
$1K ﹤0.01%
2
2008
$1K ﹤0.01%
1
-9
2009
$1K ﹤0.01%
+18
2010
$1K ﹤0.01%
+83
2011
$1K ﹤0.01%
+44
2012
$1K ﹤0.01%
+27
2013
$1K ﹤0.01%
176
-71,798
2014
$1K ﹤0.01%
+84
2015
$1K ﹤0.01%
78
2016
$1K ﹤0.01%
46
-35
2017
$1K ﹤0.01%
4
-34
2018
$1K ﹤0.01%
+109
2019
$1K ﹤0.01%
5
-67,522
2020
$1K ﹤0.01%
2
-59
2021
$1K ﹤0.01%
29
-1,801
2022
$1K ﹤0.01%
5
-16
2023
$1K ﹤0.01%
+99
2024
$1K ﹤0.01%
+13
2025
$1K ﹤0.01%
+9
79 80
81
82 83