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
$44.8B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,385
New
Increased
Reduced
Closed

Top Buys

1 +$237M
2 +$231M
3 +$181M
4
CSCO icon
Cisco
CSCO
+$179M
5
NBIS
Nebius Group N.V.
NBIS
+$159M

Top Sells

1 +$288M
2 +$251M
3 +$134M
4
T icon
AT&T
T
+$111M
5
VEEV icon
Veeva Systems
VEEV
+$105M

Sector Composition

1 Healthcare 18.59%
2 Technology 15.3%
3 Financials 11.37%
4 Consumer Discretionary 10.62%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3K ﹤0.01%
59
2002
$3K ﹤0.01%
239
-17
2003
$3K ﹤0.01%
40
-1
2004
$3K ﹤0.01%
78
-5
2005
$3K ﹤0.01%
180
-10
2006
$3K ﹤0.01%
380
-248
2007
$3K ﹤0.01%
109
-414
2008
$3K ﹤0.01%
132
-137,245
2009
$3K ﹤0.01%
146
+66
2010
$3K ﹤0.01%
33
-6
2011
$3K ﹤0.01%
523
-11,315
2012
$3K ﹤0.01%
106
+10
2013
$3K ﹤0.01%
+508
2014
$3K ﹤0.01%
40
+22
2015
$3K ﹤0.01%
132
-8
2016
$3K ﹤0.01%
898
2017
$3K ﹤0.01%
267
+56
2018
$2K ﹤0.01%
223
+72
2019
$2K ﹤0.01%
185
-174
2020
$2K ﹤0.01%
234
-76
2021
$2K ﹤0.01%
67
-36
2022
$2K ﹤0.01%
29
-5
2023
$2K ﹤0.01%
39
2024
$2K ﹤0.01%
120
-14
2025
$2K ﹤0.01%
877
+555