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
$33.5B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,354
New
Increased
Reduced
Closed

Top Buys

1
+$214M
2
+$119M
3
+$97.3M
4
PM icon
Philip Morris
PM
+$83.3M
5
CCI icon
Crown Castle
CCI
+$73.5M

Top Sells

1
+$331M
2
+$168M
3
+$105M
4
KO icon
Coca-Cola
KO
+$73.3M
5
MSCC
Microsemi Corp
MSCC
+$67.4M

Sector Composition

1 Healthcare 13.57%
2 Consumer Staples 13.09%
3 Technology 11.6%
4 Communication Services 9.39%
5 Utilities 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$6K ﹤0.01%
2,890
-7,112
2002
$6K ﹤0.01%
490
+66
2003
$5K ﹤0.01%
1,762
2004
$5K ﹤0.01%
422
-186
2005
$5K ﹤0.01%
154
+20
2006
$5K ﹤0.01%
530
2007
$5K ﹤0.01%
220
-411
2008
$5K ﹤0.01%
97
-45
2009
$5K ﹤0.01%
134
+61
2010
$5K ﹤0.01%
+371
2011
$5K ﹤0.01%
255
2012
$5K ﹤0.01%
+88
2013
$5K ﹤0.01%
144
-66
2014
$5K ﹤0.01%
+710
2015
$5K ﹤0.01%
87
+12
2016
$5K ﹤0.01%
892
2017
$5K ﹤0.01%
202
2018
$5K ﹤0.01%
1,089
+169
2019
$5K ﹤0.01%
148
-158
2020
$5K ﹤0.01%
1,090
2021
$5K ﹤0.01%
+410
2022
$5K ﹤0.01%
1,598
2023
$5K ﹤0.01%
2,158
-3,571
2024
$5K ﹤0.01%
+563
2025
$5K ﹤0.01%
544
+73
79 80
81
82 83