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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
$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%
+13
2002
$1K ﹤0.01%
+9
2003
$1K ﹤0.01%
28
+18
2004
$1K ﹤0.01%
52
+50
2005
$1K ﹤0.01%
+40
2006
$1K ﹤0.01%
+55
2007
$1K ﹤0.01%
+14
2008
$1K ﹤0.01%
+2
2009
$1K ﹤0.01%
71
-1,681
2010
$1K ﹤0.01%
+25
2011
$1K ﹤0.01%
+32
2012
$1K ﹤0.01%
94
-190
2013
$1K ﹤0.01%
9
2014
$1K ﹤0.01%
32
2015
$1K ﹤0.01%
62
2016
$1K ﹤0.01%
2,851
2017
$1K ﹤0.01%
13
2018
$1K ﹤0.01%
+29
2019
$1K ﹤0.01%
144
2020
$1K ﹤0.01%
353
-1,954
2021
$1K ﹤0.01%
64
2022
$1K ﹤0.01%
6
2023
$1K ﹤0.01%
20
-402
2024
$1K ﹤0.01%
17
-3
2025
$1K ﹤0.01%
4
-25
79 80
81
82 83