Federated Hermes

Federated Hermes Portfolio holdings

AUM $53.1B
1-Year Est. Return 30.23%
This Quarter Est. Return
1 Year Est. Return
+30.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.8B
AUM Growth
+$6.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,432
New
Increased
Reduced
Closed

Top Buys

1 +$213M
2 +$158M
3 +$118M
4
ARCT icon
Arcturus Therapeutics
ARCT
+$90.1M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$57.1M

Top Sells

1 +$398M
2 +$234M
3 +$125M
4
KO icon
Coca-Cola
KO
+$112M
5
AVGO icon
Broadcom
AVGO
+$110M

Sector Composition

1 Healthcare 22.44%
2 Technology 20.77%
3 Financials 11.09%
4 Consumer Discretionary 9.72%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$8K ﹤0.01%
257
-276
2002
$8K ﹤0.01%
527
2003
$7K ﹤0.01%
488
+135
2004
$7K ﹤0.01%
256
+159
2005
$7K ﹤0.01%
+289
2006
$7K ﹤0.01%
+1,566
2007
$7K ﹤0.01%
732
+61
2008
$7K ﹤0.01%
1,560
-168
2009
$7K ﹤0.01%
76
-8,644
2010
$7K ﹤0.01%
501
-2,798
2011
$7K ﹤0.01%
393
+99
2012
$7K ﹤0.01%
154
-7
2013
$7K ﹤0.01%
420
+11
2014
$7K ﹤0.01%
115
2015
$7K ﹤0.01%
+393
2016
$7K ﹤0.01%
192
+42
2017
$7K ﹤0.01%
94
-59,906
2018
$6K ﹤0.01%
208
-53,312
2019
$6K ﹤0.01%
498
2020
$6K ﹤0.01%
61
-70
2021
$6K ﹤0.01%
110
-17,258
2022
$6K ﹤0.01%
149
-323
2023
$6K ﹤0.01%
820
+94
2024
$6K ﹤0.01%
487
-48
2025
$6K ﹤0.01%
3,902
+107