Federated Hermes

Federated Hermes Portfolio holdings

AUM $59.9B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.3B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,299
New
Increased
Reduced
Closed

Top Buys

1
+$294M
2
+$131M
3
+$116M
4
SO icon
Southern Company
SO
+$106M
5
VZ icon
Verizon
VZ
+$103M

Top Sells

1
+$288M
2
+$89.5M
3
+$68.2M
4
INCY icon
Incyte
INCY
+$55.3M
5
CSC
Computer Sciences
CSC
+$54.4M

Sector Composition

1 Consumer Staples 17.99%
2 Healthcare 16.55%
3 Utilities 10.45%
4 Communication Services 9.76%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2K ﹤0.01%
+108
2002
$2K ﹤0.01%
67
-27
2003
$2K ﹤0.01%
+112
2004
$2K ﹤0.01%
+42
2005
$2K ﹤0.01%
+162
2006
$2K ﹤0.01%
161
2007
$2K ﹤0.01%
1
2008
$2K ﹤0.01%
300
-1,203
2009
$2K ﹤0.01%
+408
2010
$2K ﹤0.01%
613
-3,230
2011
$2K ﹤0.01%
+215
2012
$2K ﹤0.01%
158
+108
2013
$2K ﹤0.01%
+135
2014
$2K ﹤0.01%
+259
2015
$2K ﹤0.01%
67
-67
2016
$2K ﹤0.01%
+1,205
2017
$2K ﹤0.01%
201
+49
2018
$1K ﹤0.01%
+112
2019
$1K ﹤0.01%
+873
2020
$1K ﹤0.01%
141
2021
$1K ﹤0.01%
41
-9
2022
$1K ﹤0.01%
11
2023
$1K ﹤0.01%
84
-15
2024
$1K ﹤0.01%
31
2025
$1K ﹤0.01%
14
-55
79 80
81
82 83