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

Top Buys

1
+$620M
2
+$217M
3
+$162M
4
D icon
Dominion Energy
D
+$112M
5
DUK icon
Duke Energy
DUK
+$92.7M

Top Sells

1
+$345M
2
+$198M
3
+$156M
4
RAI
Reynolds American Inc
RAI
+$132M
5
MCD icon
McDonald's
MCD
+$123M

Sector Composition

1 Consumer Staples 18.77%
2 Healthcare 15.57%
3 Utilities 10%
4 Communication Services 9.36%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
+74
2002
$1K ﹤0.01%
+95
2003
$1K ﹤0.01%
+364
2004
$1K ﹤0.01%
+13
2005
$1K ﹤0.01%
24
-4
2006
$1K ﹤0.01%
+42
2007
$1K ﹤0.01%
1
2008
$1K ﹤0.01%
+35
2009
$1K ﹤0.01%
83
2010
$1K ﹤0.01%
+75
2011
$1K ﹤0.01%
46
2012
$1K ﹤0.01%
110
-79
2013
$1K ﹤0.01%
41
-160
2014
$1K ﹤0.01%
34
+5
2015
$1K ﹤0.01%
+2
2016
$1K ﹤0.01%
283
-4,057
2017
$1K ﹤0.01%
40
-33
2018
$1K ﹤0.01%
+15
2019
$1K ﹤0.01%
94
2020
$1K ﹤0.01%
31
-72
2021
$1K ﹤0.01%
141
-450
2022
$1K ﹤0.01%
50
+41
2023
$1K ﹤0.01%
11
-11,826
2024
$1K ﹤0.01%
32
2025
$1K ﹤0.01%
29
79 80
81
82 83