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

Top Buys

1
+$84.9M
2
+$73.5M
3
+$62.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$55.1M
5
BHI
Baker Hughes
BHI
+$53M

Top Sells

1
+$154M
2
+$151M
3
+$130M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.7M
5
MCD icon
McDonald's
MCD
+$71M

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%
+27
2002
$1K ﹤0.01%
162
-23
2003
$1K ﹤0.01%
+46
2004
$1K ﹤0.01%
+15
2005
$1K ﹤0.01%
12
2006
$1K ﹤0.01%
+14
2007
$1K ﹤0.01%
32
-132
2008
$1K ﹤0.01%
2
-293
2009
$1K ﹤0.01%
46
2010
$1K ﹤0.01%
+122
2011
$1K ﹤0.01%
+15
2012
$1K ﹤0.01%
+159
2013
$1K ﹤0.01%
5
-4
2014
$1K ﹤0.01%
46
2015
$1K ﹤0.01%
28
-188,934
2016
$1K ﹤0.01%
2
2017
$1K ﹤0.01%
1
-9
2018
$1K ﹤0.01%
+18
2019
$1K ﹤0.01%
+83
2020
$1K ﹤0.01%
5
-16
2021
$1K ﹤0.01%
+99
2022
$1K ﹤0.01%
+13
2023
$1K ﹤0.01%
+9
2024
$1K ﹤0.01%
28
+18
2025
$1K ﹤0.01%
52
+50
79 80
81
82 83