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Federated Hermes

Federated Hermes Portfolio holdings

AUM $61.5B
1-Year Est. Return 30.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.72%
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
2,369
New
Increased
Reduced
Closed

Top Buys

1 +$326M
2 +$250M
3 +$179M
4
TFC icon
Truist Financial
TFC
+$136M
5
STOR
STORE Capital Corporation
STOR
+$133M

Sector Composition

1 Healthcare 22.75%
2 Technology 14.79%
3 Financials 13.96%
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%
79
2002
$2K ﹤0.01%
277
-1
2003
$2K ﹤0.01%
+482
2004
$2K ﹤0.01%
+69
2005
$2K ﹤0.01%
38
-15
2006
$2K ﹤0.01%
+1
2007
$2K ﹤0.01%
61
-9
2008
$2K ﹤0.01%
+71
2009
$2K ﹤0.01%
40
-788
2010
$2K ﹤0.01%
+93
2011
$2K ﹤0.01%
49
-226
2012
$2K ﹤0.01%
+13
2013
$2K ﹤0.01%
44
-252,620
2014
$2K ﹤0.01%
300
-12
2015
$1K ﹤0.01%
+295
2016
$1K ﹤0.01%
+774
2017
$1K ﹤0.01%
104
-102
2018
$1K ﹤0.01%
21
-263,753
2019
$1K ﹤0.01%
1
-1
2020
$1K ﹤0.01%
+45
2021
$1K ﹤0.01%
29
+21
2022
$1K ﹤0.01%
+2
2023
$1K ﹤0.01%
7
-156,949
2024
$1K ﹤0.01%
1,157
+1,008
2025
$1K ﹤0.01%
1
-626