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
$44.3B
AUM Growth
-$9.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,408
New
Increased
Reduced
Closed

Top Buys

1 +$160M
2 +$159M
3 +$123M
4
WBA
Walgreens Boots Alliance
WBA
+$111M
5
PFE icon
Pfizer
PFE
+$109M

Top Sells

1 +$1.01B
2 +$257M
3 +$236M
4
XOM icon
Exxon Mobil
XOM
+$224M
5
ABBV icon
AbbVie
ABBV
+$184M

Sector Composition

1 Healthcare 22.63%
2 Technology 17.13%
3 Financials 12.52%
4 Consumer Discretionary 8.9%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3K ﹤0.01%
+506
2002
$3K ﹤0.01%
7
-27
2003
$3K ﹤0.01%
+118
2004
$3K ﹤0.01%
290
+1
2005
$3K ﹤0.01%
180
2006
$3K ﹤0.01%
29
2007
$3K ﹤0.01%
34
2008
$3K ﹤0.01%
434
+407
2009
$3K ﹤0.01%
488
2010
$3K ﹤0.01%
58
2011
$3K ﹤0.01%
+278
2012
$3K ﹤0.01%
381
2013
$3K ﹤0.01%
+5,181
2014
$3K ﹤0.01%
4,861
+2,893
2015
$2K ﹤0.01%
350
-18
2016
$2K ﹤0.01%
+31
2017
$2K ﹤0.01%
+211
2018
$2K ﹤0.01%
109
-2
2019
$2K ﹤0.01%
53
-3
2020
$2K ﹤0.01%
+131
2021
$2K ﹤0.01%
101
2022
$2K ﹤0.01%
603
+392
2023
$2K ﹤0.01%
3
2024
$2K ﹤0.01%
51
2025
$2K ﹤0.01%
+80