Federated Hermes

Federated Hermes Portfolio holdings

AUM $56.6B
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.3B
AUM Growth
+$6.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,488
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$147M
3
+$141M
4
PEG icon
Public Service Enterprise Group
PEG
+$107M
5
KEY icon
KeyCorp
KEY
+$84.8M

Top Sells

1
+$379M
2
+$190M
3
+$157M
4
MO icon
Altria Group
MO
+$142M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$119M

Sector Composition

1 Healthcare 22.22%
2 Technology 18.82%
3 Consumer Discretionary 10.59%
4 Financials 9.92%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$5K ﹤0.01%
+239
2002
$5K ﹤0.01%
3,865
+773
2003
$5K ﹤0.01%
304
-692
2004
$5K ﹤0.01%
124
+49
2005
$5K ﹤0.01%
+545
2006
$5K ﹤0.01%
322
-22
2007
$4K ﹤0.01%
161
-829
2008
$4K ﹤0.01%
160
-78
2009
$4K ﹤0.01%
2,527
+2,248
2010
$4K ﹤0.01%
+100
2011
$4K ﹤0.01%
129
+20
2012
$4K ﹤0.01%
239
+16
2013
$4K ﹤0.01%
3,484
-939,012
2014
$4K ﹤0.01%
+312
2015
$4K ﹤0.01%
56
-41,029
2016
$4K ﹤0.01%
308
+13
2017
$4K ﹤0.01%
155
-6,377
2018
$4K ﹤0.01%
295
-19
2019
$4K ﹤0.01%
310
-11,864
2020
$4K ﹤0.01%
+90
2021
$4K ﹤0.01%
115
-30
2022
$4K ﹤0.01%
322
-20
2023
$4K ﹤0.01%
77
-26
2024
$4K ﹤0.01%
599
+335
2025
$4K ﹤0.01%
+206
79 80
81
82 83