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
$36.8B
AUM Growth
-$7.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,370
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$222M
3
+$179M
4
AMCR icon
Amcor
AMCR
+$132M
5
TFC icon
Truist Financial
TFC
+$131M

Top Sells

1
+$290M
2
+$197M
3
+$188M
4
PEG icon
Public Service Enterprise Group
PEG
+$149M
5
GIS icon
General Mills
GIS
+$122M

Sector Composition

1 Healthcare 22.75%
2 Technology 14.79%
3 Financials 13.93%
4 Consumer Discretionary 7.59%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2K ﹤0.01%
+93
2002
$2K ﹤0.01%
49
-226
2003
$2K ﹤0.01%
+13
2004
$2K ﹤0.01%
44
-252,620
2005
$2K ﹤0.01%
+1,149
2006
$2K ﹤0.01%
40
+38
2007
$2K ﹤0.01%
244
2008
$2K ﹤0.01%
+164
2009
$2K ﹤0.01%
251
-1,365,980
2010
$2K ﹤0.01%
1,712
+812
2011
$2K ﹤0.01%
208
-604
2012
$2K ﹤0.01%
1,209
-204,460
2013
$2K ﹤0.01%
8,742
+3,561
2014
$2K ﹤0.01%
85
-45
2015
$1K ﹤0.01%
+774
2016
$1K ﹤0.01%
104
-102
2017
– –
0
2018
$1K ﹤0.01%
43
-58,650
2019
$1K ﹤0.01%
21
-263,753
2020
$1K ﹤0.01%
1
-1
2021
$1K ﹤0.01%
+668
2022
$1K ﹤0.01%
29
+21
2023
$1K ﹤0.01%
+2
2024
$1K ﹤0.01%
7
-156,949
2025
$1K ﹤0.01%
1
-1
79 80
81
82 83