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
$34.8B
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,251
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$137M
3
+$120M
4
ABBV icon
AbbVie
ABBV
+$104M
5
CCI icon
Crown Castle
CCI
+$95.8M

Top Sells

1
+$161M
2
+$105M
3
+$71.6M
4
OHI icon
Omega Healthcare
OHI
+$70.8M
5
KHC icon
Kraft Heinz
KHC
+$70.1M

Sector Composition

1 Healthcare 17.32%
2 Consumer Staples 17.14%
3 Utilities 10.25%
4 Communication Services 9.99%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
143
+31
2002
$3K ﹤0.01%
195
-156,609
2003
$3K ﹤0.01%
133
-7
2004
$3K ﹤0.01%
586
-24,694
2005
$3K ﹤0.01%
39
-150
2006
$3K ﹤0.01%
315
2007
$3K ﹤0.01%
+77
2008
$3K ﹤0.01%
65
+11
2009
$2K ﹤0.01%
+250
2010
$2K ﹤0.01%
30
-1
2011
$2K ﹤0.01%
397
2012
$2K ﹤0.01%
28
2013
$2K ﹤0.01%
111
-629
2014
$2K ﹤0.01%
19
2015
$2K ﹤0.01%
422
-2,521
2016
$2K ﹤0.01%
+250
2017
$2K ﹤0.01%
+87
2018
$2K ﹤0.01%
26
+6
2019
$2K ﹤0.01%
48
2020
$2K ﹤0.01%
33
+3
2021
$2K ﹤0.01%
40
-1
2022
$2K ﹤0.01%
945
2023
$2K ﹤0.01%
+142
2024
$2K ﹤0.01%
+100
2025
$2K ﹤0.01%
137
-6
79 80
81
82 83