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
$48.8B
AUM Growth
+$6.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,432
New
Increased
Reduced
Closed

Top Buys

1
+$209M
2
+$162M
3
+$141M
4
KMB icon
Kimberly-Clark
KMB
+$123M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$56.2M

Top Sells

1
+$474M
2
+$234M
3
+$154M
4
KO icon
Coca-Cola
KO
+$105M
5
AVGO icon
Broadcom
AVGO
+$97.8M

Sector Composition

1 Healthcare 22.44%
2 Technology 20.77%
3 Financials 11.09%
4 Consumer Discretionary 9.72%
5 Industrials 7.99%
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%
256
+159
2004
$7K ﹤0.01%
+289
2005
$7K ﹤0.01%
+1,566
2006
$7K ﹤0.01%
732
+61
2007
$7K ﹤0.01%
1,560
-168
2008
$7K ﹤0.01%
76
-8,644
2009
$7K ﹤0.01%
501
-2,798
2010
$7K ﹤0.01%
393
+99
2011
$7K ﹤0.01%
154
-7
2012
$7K ﹤0.01%
420
+11
2013
$7K ﹤0.01%
115
2014
$7K ﹤0.01%
+393
2015
$7K ﹤0.01%
192
+42
2016
$7K ﹤0.01%
94
-59,906
2017
$7K ﹤0.01%
488
+135
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
79 80
81
82 83