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
$33.3B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,269
New
Increased
Reduced
Closed

Top Buys

1
+$267M
2
+$198M
3
+$168M
4
NVS icon
Novartis
NVS
+$135M
5
MCD icon
McDonald's
MCD
+$131M

Top Sells

1
+$681M
2
+$302M
3
+$217M
4
DXCM icon
DexCom
DXCM
+$143M
5
XOM icon
Exxon Mobil
XOM
+$111M

Sector Composition

1 Healthcare 15.33%
2 Consumer Staples 15.23%
3 Communication Services 10.46%
4 Utilities 9.97%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2K ﹤0.01%
+109
2002
$2K ﹤0.01%
52
-593
2003
$2K ﹤0.01%
19
2004
$2K ﹤0.01%
124
-29,731
2005
$2K ﹤0.01%
152
-1,852
2006
$2K ﹤0.01%
499
-550
2007
$2K ﹤0.01%
110
2008
$2K ﹤0.01%
103
-152
2009
$2K ﹤0.01%
945
2010
$2K ﹤0.01%
+79
2011
$2K ﹤0.01%
35
-6
2012
$2K ﹤0.01%
+108
2013
$2K ﹤0.01%
192
+14
2014
$2K ﹤0.01%
14
-13
2015
$2K ﹤0.01%
53
-39,897
2016
$2K ﹤0.01%
42
2017
$2K ﹤0.01%
42
-55
2018
$2K ﹤0.01%
41
2019
$2K ﹤0.01%
+10
2020
$2K ﹤0.01%
309
-476
2021
$2K ﹤0.01%
75
-58
2022
$2K ﹤0.01%
26
-51,149
2023
$2K ﹤0.01%
+445
2024
$2K ﹤0.01%
2,754
2025
$2K ﹤0.01%
73
-1,023
79 80
81
82 83