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
$42.5B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,429
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$71.3M
3
+$68.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$67.7M
5
EVRG icon
Evergy
EVRG
+$60.5M

Top Sells

1
+$704M
2
+$417M
3
+$413M
4
D icon
Dominion Energy
D
+$172M
5
MRNA icon
Moderna
MRNA
+$127M

Sector Composition

1 Healthcare 22.32%
2 Technology 19.96%
3 Consumer Discretionary 11.01%
4 Financials 9.67%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$7K ﹤0.01%
620
+396
2002
$7K ﹤0.01%
495
+56
2003
$7K ﹤0.01%
562
-74,418
2004
$6K ﹤0.01%
2,378
-149
2005
$6K ﹤0.01%
+671
2006
$6K ﹤0.01%
726
-372
2007
$6K ﹤0.01%
116
-251
2008
$6K ﹤0.01%
248
+167
2009
$6K ﹤0.01%
518
-208
2010
$6K ﹤0.01%
455
+342
2011
$6K ﹤0.01%
485
-917
2012
$6K ﹤0.01%
+524
2013
$6K ﹤0.01%
75
+46
2014
$6K ﹤0.01%
617
+15
2015
$6K ﹤0.01%
1,642
-57
2016
$5K ﹤0.01%
1,307
-323,223
2017
$5K ﹤0.01%
21
+8
2018
$5K ﹤0.01%
162
-6
2019
$5K ﹤0.01%
34
2020
$5K ﹤0.01%
236
-36
2021
$5K ﹤0.01%
+352
2022
$5K ﹤0.01%
164
-6
2023
$5K ﹤0.01%
122
+44
2024
$5K ﹤0.01%
1,511
-61
2025
$5K ﹤0.01%
312
-10
79 80
81
82 83