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
$36B
AUM Growth
-$6.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,426
New
Increased
Reduced
Closed

Top Buys

1
+$380M
2
+$249M
3
+$141M
4
BAP icon
Credicorp
BAP
+$136M
5
UPS icon
United Parcel Service
UPS
+$125M

Top Sells

1
+$320M
2
+$288M
3
+$206M
4
PEG icon
Public Service Enterprise Group
PEG
+$199M
5
DUK icon
Duke Energy
DUK
+$171M

Sector Composition

1 Healthcare 15.29%
2 Technology 12.77%
3 Consumer Staples 11.03%
4 Financials 10.42%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$4K ﹤0.01%
95
-2
2002
$4K ﹤0.01%
+176
2003
$4K ﹤0.01%
295
-14
2004
$4K ﹤0.01%
+791
2005
$4K ﹤0.01%
228
-333
2006
$4K ﹤0.01%
+645
2007
$4K ﹤0.01%
+172
2008
$4K ﹤0.01%
505
-31,495
2009
$4K ﹤0.01%
253
-2
2010
$4K ﹤0.01%
108
-12
2011
$4K ﹤0.01%
36
-3,030
2012
$4K ﹤0.01%
859
2013
$4K ﹤0.01%
197
-21
2014
$4K ﹤0.01%
132
-57,705
2015
$4K ﹤0.01%
20
-32
2016
$4K ﹤0.01%
78
-174,866
2017
$4K ﹤0.01%
130
-104
2018
$4K ﹤0.01%
202
2019
$4K ﹤0.01%
255
+38
2020
$4K ﹤0.01%
+1,577
2021
$4K ﹤0.01%
245
2022
$4K ﹤0.01%
129
-14
2023
$4K ﹤0.01%
189
-30,005
2024
$4K ﹤0.01%
253
-9
2025
$4K ﹤0.01%
+347
79 80
81
82 83