Federated Hermes

Federated Hermes Portfolio holdings

AUM $53.1B
1-Year Est. Return 30.23%
This Quarter Est. Return
1 Year Est. Return
+30.23%
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 +$157M
2 +$150M
3 +$131M
4
VRSK icon
Verisk Analytics
VRSK
+$61.3M
5
KMB icon
Kimberly-Clark
KMB
+$61M

Top Sells

1 +$240M
2 +$227M
3 +$108M
4
KHC icon
Kraft Heinz
KHC
+$104M
5
PG icon
Procter & Gamble
PG
+$92.5M

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%
254
2002
$4K ﹤0.01%
41
-1,456
2003
$4K ﹤0.01%
525
-242
2004
$4K ﹤0.01%
792
+118
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%
237
-433
2013
$4K ﹤0.01%
619
-602
2014
$4K ﹤0.01%
240
-13
2015
$4K ﹤0.01%
386
-1
2016
$4K ﹤0.01%
40
+19
2017
$4K ﹤0.01%
567
+53
2018
$4K ﹤0.01%
777
2019
$4K ﹤0.01%
839
2020
$4K ﹤0.01%
188
2021
$4K ﹤0.01%
1,057
2022
$3K ﹤0.01%
571
-262
2023
$3K ﹤0.01%
39
2024
$3K ﹤0.01%
210
-20
2025
$3K ﹤0.01%
+187