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
$51.4B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,449
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$124M
3
+$110M
4
STEP icon
StepStone Group
STEP
+$98M
5
CCI icon
Crown Castle
CCI
+$91.6M

Top Sells

1
+$438M
2
+$215M
3
+$213M
4
JPM icon
JPMorgan Chase
JPM
+$158M
5
T icon
AT&T
T
+$128M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.04%
3 Financials 11.95%
4 Consumer Discretionary 9.74%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$9K ﹤0.01%
+755
2002
$9K ﹤0.01%
192
-250
2003
$9K ﹤0.01%
64
-5,288
2004
$9K ﹤0.01%
854
+34
2005
$9K ﹤0.01%
+459
2006
$9K ﹤0.01%
17
+8
2007
$9K ﹤0.01%
320
-73
2008
$9K ﹤0.01%
686
+124
2009
$9K ﹤0.01%
+202
2010
$9K ﹤0.01%
1,470
+475
2011
$9K ﹤0.01%
127
-72
2012
$9K ﹤0.01%
173
-280
2013
$9K ﹤0.01%
+2,543
2014
$9K ﹤0.01%
311
+121
2015
$9K ﹤0.01%
305
-200
2016
$9K ﹤0.01%
1,258
-240,678
2017
$9K ﹤0.01%
527
2018
$9K ﹤0.01%
138
-105,284
2019
$8K ﹤0.01%
951
+412
2020
$8K ﹤0.01%
1,167
+643
2021
$8K ﹤0.01%
+1,080
2022
$8K ﹤0.01%
447
-196
2023
$8K ﹤0.01%
+165
2024
$8K ﹤0.01%
311
+79
2025
$8K ﹤0.01%
168
-1,392
79 80
81
82 83