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
$34.9B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,266
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$124M
3
+$115M
4
MO icon
Altria Group
MO
+$94.6M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$84M

Top Sells

1
+$542M
2
+$399M
3
+$143M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$123M
5
UNP icon
Union Pacific
UNP
+$115M

Sector Composition

1 Healthcare 15.02%
2 Consumer Staples 14.11%
3 Utilities 10.53%
4 Communication Services 10.19%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$4K ﹤0.01%
100
-7
2002
$4K ﹤0.01%
108
-7
2003
$4K ﹤0.01%
1,080
+697
2004
$4K ﹤0.01%
202
-1,718
2005
$4K ﹤0.01%
445
-52
2006
$4K ﹤0.01%
640
-2,673
2007
$4K ﹤0.01%
151
-316
2008
$3K ﹤0.01%
41
-4,457
2009
$3K ﹤0.01%
85
2010
$3K ﹤0.01%
20
2011
$3K ﹤0.01%
209
+60
2012
$3K ﹤0.01%
1,278
+377
2013
$3K ﹤0.01%
149
-10
2014
$3K ﹤0.01%
134
-8
2015
$3K ﹤0.01%
264
2016
$3K ﹤0.01%
945
2017
$3K ﹤0.01%
77
2018
$3K ﹤0.01%
+256
2019
$3K ﹤0.01%
+140
2020
$3K ﹤0.01%
73
+17
2021
$3K ﹤0.01%
458
-267
2022
$3K ﹤0.01%
23
2023
$3K ﹤0.01%
348
2024
$3K ﹤0.01%
52
-56
2025
$3K ﹤0.01%
36
+8
79 80
81
82 83