Federated Hermes

Federated Hermes Portfolio holdings

AUM $59.9B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.3B
AUM Growth
+$4.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,306
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$133M
3
+$118M
4
KMB icon
Kimberly-Clark
KMB
+$57.2M
5
VRSK icon
Verisk Analytics
VRSK
+$56.1M

Top Sells

1
+$213M
2
+$208M
3
+$129M
4
AZN icon
AstraZeneca
AZN
+$105M
5
PG icon
Procter & Gamble
PG
+$86.6M

Sector Composition

1 Healthcare 15.38%
2 Technology 14.08%
3 Consumer Staples 10.9%
4 Financials 9.99%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$4K ﹤0.01%
266
2002
$4K ﹤0.01%
100
-8
2003
$4K ﹤0.01%
792
+118
2004
$4K ﹤0.01%
525
-242
2005
$4K ﹤0.01%
121
-11
2006
$4K ﹤0.01%
396
-531
2007
$4K ﹤0.01%
8
-1
2008
$4K ﹤0.01%
90
-18,755
2009
$4K ﹤0.01%
255
2010
$4K ﹤0.01%
77
-8
2011
$4K ﹤0.01%
2,308
2012
$4K ﹤0.01%
619
-602
2013
$4K ﹤0.01%
240
-13
2014
$4K ﹤0.01%
386
-1
2015
$4K ﹤0.01%
567
+53
2016
$4K ﹤0.01%
777
2017
$4K ﹤0.01%
839
2018
$4K ﹤0.01%
188
2019
$4K ﹤0.01%
1,057
2020
$4K ﹤0.01%
237
-433
2021
$4K ﹤0.01%
40
+19
2022
$3K ﹤0.01%
571
-262
2023
$3K ﹤0.01%
39
2024
$3K ﹤0.01%
+187
2025
$3K ﹤0.01%
+176
79 80
81
82 83