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
$32.2B
AUM Growth
+$705M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,287
New
Increased
Reduced
Closed

Top Buys

1
+$635M
2
+$234M
3
+$167M
4
D icon
Dominion Energy
D
+$119M
5
DUK icon
Duke Energy
DUK
+$98.8M

Top Sells

1
+$358M
2
+$345M
3
+$197M
4
K icon
Kellanova
K
+$163M
5
RAI
Reynolds American Inc
RAI
+$135M

Sector Composition

1 Consumer Staples 18.77%
2 Healthcare 15.57%
3 Utilities 10%
4 Communication Services 9.35%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
56
2002
$1K ﹤0.01%
+74
2003
$1K ﹤0.01%
+95
2004
$1K ﹤0.01%
+364
2005
$1K ﹤0.01%
5
2006
$1K ﹤0.01%
+13
2007
$1K ﹤0.01%
24
-4
2008
$1K ﹤0.01%
+42
2009
$1K ﹤0.01%
1
2010
$1K ﹤0.01%
+35
2011
$1K ﹤0.01%
83
2012
$1K ﹤0.01%
+75
2013
$1K ﹤0.01%
3
-56
2014
$1K ﹤0.01%
+46
2015
$1K ﹤0.01%
99
+15
2016
$1K ﹤0.01%
46
2017
$1K ﹤0.01%
110
-79
2018
$1K ﹤0.01%
41
-160
2019
$1K ﹤0.01%
34
+5
2020
$1K ﹤0.01%
32
-236,023
2021
$1K ﹤0.01%
2
-3
2022
$1K ﹤0.01%
+56
2023
$1K ﹤0.01%
13
2024
$1K ﹤0.01%
+2
2025
$1K ﹤0.01%
9
79 80
81
82 83