Federated Hermes

Federated Hermes Portfolio holdings

AUM $53.1B
1-Year Est. Return 30.23%
This Quarter Est. Return
1 Year Est. Return
+30.23%
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 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1K ﹤0.01%
+27
2002
$1K ﹤0.01%
176
-71,798
2003
$1K ﹤0.01%
+84
2004
$1K ﹤0.01%
78
2005
$1K ﹤0.01%
46
-35
2006
$1K ﹤0.01%
4
-34
2007
$1K ﹤0.01%
+109
2008
$1K ﹤0.01%
5
-67,522
2009
$1K ﹤0.01%
2
-59
2010
$1K ﹤0.01%
29
-1,801
2011
$1K ﹤0.01%
5
-16
2012
$1K ﹤0.01%
+99
2013
$1K ﹤0.01%
+13
2014
$1K ﹤0.01%
+9
2015
$1K ﹤0.01%
28
+18
2016
$1K ﹤0.01%
52
+50
2017
$1K ﹤0.01%
+40
2018
$1K ﹤0.01%
+55
2019
$1K ﹤0.01%
+14
2020
$1K ﹤0.01%
+2
2021
$1K ﹤0.01%
71
-1,681
2022
$1K ﹤0.01%
+25
2023
$1K ﹤0.01%
221
2024
$1K ﹤0.01%
225
-4,133
2025
$1K ﹤0.01%
7
-4