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
$41.1B
AUM Growth
+$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,297
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$151M
3
+$109M
4
KO icon
Coca-Cola
KO
+$75.9M
5
AMCR icon
Amcor
AMCR
+$67.2M

Top Sells

1
+$183M
2
+$154M
3
+$138M
4
CCI icon
Crown Castle
CCI
+$135M
5
BIDU icon
Baidu
BIDU
+$131M

Sector Composition

1 Healthcare 16.05%
2 Technology 14.73%
3 Financials 10.88%
4 Consumer Staples 10.25%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$5K ﹤0.01%
341
-48
2002
$5K ﹤0.01%
220
2003
$4K ﹤0.01%
+167
2004
$4K ﹤0.01%
+117
2005
$4K ﹤0.01%
95
2006
$4K ﹤0.01%
831
+509
2007
$4K ﹤0.01%
1,462
-28
2008
$4K ﹤0.01%
+286
2009
$4K ﹤0.01%
178
-177
2010
$4K ﹤0.01%
507
+5
2011
$4K ﹤0.01%
+1
2012
$4K ﹤0.01%
+239
2013
$4K ﹤0.01%
957
2014
$4K ﹤0.01%
180
2015
$4K ﹤0.01%
113
+76
2016
$4K ﹤0.01%
90
-10
2017
$4K ﹤0.01%
+391
2018
$4K ﹤0.01%
119
-74
2019
$4K ﹤0.01%
304
+130
2020
$4K ﹤0.01%
52
-161,735
2021
$4K ﹤0.01%
90
2022
$4K ﹤0.01%
605
-83
2023
$4K ﹤0.01%
286
-40
2024
$4K ﹤0.01%
2,308
2025
$4K ﹤0.01%
+1,562
79 80
81
82 83