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
$36.1B
AUM Growth
+$1.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,348
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$149M
3
+$132M
4
MDT icon
Medtronic
MDT
+$116M
5
LLY icon
Eli Lilly
LLY
+$89M

Top Sells

1
+$207M
2
+$191M
3
+$174M
4
XOM icon
Exxon Mobil
XOM
+$173M
5
BMY icon
Bristol-Myers Squibb
BMY
+$162M

Sector Composition

1 Healthcare 22.89%
2 Financials 14.87%
3 Technology 12.39%
4 Consumer Discretionary 8.43%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.98K ﹤0.01%
3,591
+861
2002
$1.94K ﹤0.01%
267
+34
2003
$1.9K ﹤0.01%
+24
2004
$1.89K ﹤0.01%
101
-11
2005
$1.86K ﹤0.01%
122
-124,541
2006
$1.84K ﹤0.01%
244
2007
$1.84K ﹤0.01%
85
-391
2008
$1.83K ﹤0.01%
68
2009
$1.83K ﹤0.01%
31
+9
2010
$1.82K ﹤0.01%
78
-1
2011
$1.81K ﹤0.01%
80
2012
$1.79K ﹤0.01%
72
-59
2013
$1.74K ﹤0.01%
45
-149
2014
$1.73K ﹤0.01%
51
2015
$1.71K ﹤0.01%
+168
2016
$1.7K ﹤0.01%
+16
2017
$1.7K ﹤0.01%
+184
2018
$1.69K ﹤0.01%
38
+4
2019
$1.67K ﹤0.01%
48
-420
2020
$1.65K ﹤0.01%
60
+42
2021
$1.64K ﹤0.01%
+44
2022
$1.6K ﹤0.01%
67
-7
2023
$1.56K ﹤0.01%
72
-16
2024
$1.53K ﹤0.01%
867
+699
2025
$1.52K ﹤0.01%
27
79 80
81
82 83