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

Top Buys

1
+$178M
2
+$132M
3
+$98.6M
4
CCI icon
Crown Castle
CCI
+$98.4M
5
STEP icon
StepStone Group
STEP
+$98.1M

Top Sells

1
+$404M
2
+$219M
3
+$213M
4
JPM icon
JPMorgan Chase
JPM
+$167M
5
T icon
AT&T
T
+$133M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.04%
3 Financials 11.95%
4 Consumer Discretionary 9.74%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$9K ﹤0.01%
192
-250
2002
$9K ﹤0.01%
64
-5,288
2003
$9K ﹤0.01%
854
+34
2004
$9K ﹤0.01%
+459
2005
$9K ﹤0.01%
17
+8
2006
$9K ﹤0.01%
320
-73
2007
$9K ﹤0.01%
686
+124
2008
$9K ﹤0.01%
+202
2009
$9K ﹤0.01%
1,470
+475
2010
$9K ﹤0.01%
127
-72
2011
$9K ﹤0.01%
173
-280
2012
$9K ﹤0.01%
+2,543
2013
$9K ﹤0.01%
311
+121
2014
$9K ﹤0.01%
305
-200
2015
$9K ﹤0.01%
1,258
-240,678
2016
$9K ﹤0.01%
+755
2017
$9K ﹤0.01%
527
2018
$9K ﹤0.01%
138
-105,284
2019
$8K ﹤0.01%
+1,080
2020
$8K ﹤0.01%
447
-196
2021
$8K ﹤0.01%
+165
2022
$8K ﹤0.01%
311
+79
2023
$8K ﹤0.01%
168
-1,392
2024
$8K ﹤0.01%
222
+38
2025
$8K ﹤0.01%
2,144
+644
79 80
81
82 83