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
$33.7B
AUM Growth
-$11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$148M
3
+$117M
4
UL icon
Unilever
UL
+$110M
5
MRNA icon
Moderna
MRNA
+$108M

Top Sells

1
+$345M
2
+$245M
3
+$191M
4
AMCR icon
Amcor
AMCR
+$190M
5
WELL icon
Welltower
WELL
+$127M

Sector Composition

1 Healthcare 22.59%
2 Technology 16.3%
3 Consumer Discretionary 10.14%
4 Financials 10.04%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2K ﹤0.01%
+123
2002
$2K ﹤0.01%
1,180
2003
$2K ﹤0.01%
+52
2004
$2K ﹤0.01%
160
-220
2005
$2K ﹤0.01%
217
-119
2006
$2K ﹤0.01%
+312
2007
$2K ﹤0.01%
+168
2008
$2K ﹤0.01%
+159
2009
$2K ﹤0.01%
+79
2010
$2K ﹤0.01%
+371
2011
$2K ﹤0.01%
259
+253
2012
$2K ﹤0.01%
+41
2013
$2K ﹤0.01%
2,466
+1,668
2014
$2K ﹤0.01%
128
+8
2015
$2K ﹤0.01%
+18
2016
$2K ﹤0.01%
+266
2017
$2K ﹤0.01%
31
-9
2018
$2K ﹤0.01%
+156
2019
$2K ﹤0.01%
154
-225,624
2020
$2K ﹤0.01%
519
-428
2021
$2K ﹤0.01%
+202
2022
$2K ﹤0.01%
+63
2023
$2K ﹤0.01%
+536
2024
$2K ﹤0.01%
267
-90,116
2025
$2K ﹤0.01%
82
+4
79 80
81
82 83