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
$34.7B
AUM Growth
-$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,266
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$160M
3
+$122M
4
KO icon
Coca-Cola
KO
+$109M
5
XOM icon
Exxon Mobil
XOM
+$100M

Top Sells

1
+$594M
2
+$230M
3
+$176M
4
NXPI icon
NXP Semiconductors
NXPI
+$144M
5
PM icon
Philip Morris
PM
+$116M

Sector Composition

1 Healthcare 15.58%
2 Consumer Staples 14.09%
3 Utilities 10.58%
4 Communication Services 9.86%
5 Technology 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
114
+9
2002
$3K ﹤0.01%
264
2003
$3K ﹤0.01%
124
+21
2004
$3K ﹤0.01%
226
2005
$3K ﹤0.01%
192
+104
2006
$3K ﹤0.01%
320
-245
2007
$3K ﹤0.01%
348
-24
2008
$3K ﹤0.01%
108
2009
$3K ﹤0.01%
28
+7
2010
$3K ﹤0.01%
+7
2011
$3K ﹤0.01%
136
-11,958
2012
$3K ﹤0.01%
95
-965
2013
$3K ﹤0.01%
82
+58
2014
$3K ﹤0.01%
+113
2015
$3K ﹤0.01%
296
-204
2016
$3K ﹤0.01%
120
-443
2017
$3K ﹤0.01%
17
-11
2018
$3K ﹤0.01%
+276
2019
$3K ﹤0.01%
348
-3
2020
$3K ﹤0.01%
3,536
-1,307
2021
$3K ﹤0.01%
+269
2022
$3K ﹤0.01%
161
2023
$2K ﹤0.01%
+185
2024
$2K ﹤0.01%
140
-151
2025
$2K ﹤0.01%
+37
79 80
81
82 83