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
$35B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$113M
3
+$111M
4
D icon
Dominion Energy
D
+$104M
5
PEG icon
Public Service Enterprise Group
PEG
+$98.7M

Top Sells

1
+$258M
2
+$239M
3
+$196M
4
SO icon
Southern Company
SO
+$137M
5
UL icon
Unilever
UL
+$111M

Sector Composition

1 Healthcare 15.28%
2 Consumer Staples 13.67%
3 Utilities 10.28%
4 Communication Services 10.06%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
459
2002
$3K ﹤0.01%
92
2003
$3K ﹤0.01%
8,180
-1,397
2004
$3K ﹤0.01%
+161
2005
$3K ﹤0.01%
336
-183
2006
$3K ﹤0.01%
+200
2007
$2K ﹤0.01%
47
-243
2008
$2K ﹤0.01%
20
-85,112
2009
$2K ﹤0.01%
19
2010
$2K ﹤0.01%
175
-13,062
2011
$2K ﹤0.01%
189
-1,646
2012
$2K ﹤0.01%
77
+31
2013
$2K ﹤0.01%
+45
2014
$2K ﹤0.01%
30
2015
$2K ﹤0.01%
110
2016
$2K ﹤0.01%
103
2017
$2K ﹤0.01%
344
2018
$2K ﹤0.01%
945
2019
$2K ﹤0.01%
35
2020
$2K ﹤0.01%
95
+38
2021
$2K ﹤0.01%
+52
2022
$2K ﹤0.01%
9
-21,371
2023
$2K ﹤0.01%
88
-20
2024
$2K ﹤0.01%
202
-558
2025
$2K ﹤0.01%
23
-43
79 80
81
82 83