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
$39.7B
AUM Growth
+$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,329
New
Increased
Reduced
Closed

Top Buys

1
+$257M
2
+$251M
3
+$211M
4
KO icon
Coca-Cola
KO
+$183M
5
LYB icon
LyondellBasell Industries
LYB
+$181M

Top Sells

1
+$384M
2
+$323M
3
+$142M
4
CLX icon
Clorox
CLX
+$128M
5
ALGN icon
Align Technology
ALGN
+$124M

Sector Composition

1 Healthcare 19.68%
2 Technology 13.7%
3 Financials 11.57%
4 Consumer Staples 9.23%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.75K ﹤0.01%
151
+116
2002
$1.74K ﹤0.01%
112
-147
2003
$1.63K ﹤0.01%
+412
2004
$1.57K ﹤0.01%
19
-5
2005
$1.55K ﹤0.01%
89
-1,064
2006
$1.53K ﹤0.01%
36
-2
2007
$1.52K ﹤0.01%
206
-64
2008
$1.51K ﹤0.01%
126
-472
2009
$1.49K ﹤0.01%
+1,287
2010
$1.49K ﹤0.01%
+684
2011
$1.49K ﹤0.01%
901
+135
2012
$1.45K ﹤0.01%
+166
2013
$1.43K ﹤0.01%
251
2014
$1.42K ﹤0.01%
65
-62
2015
$1.38K ﹤0.01%
191
-14,679
2016
$1.35K ﹤0.01%
465
-142
2017
$1.33K ﹤0.01%
95
-130
2018
$1.31K ﹤0.01%
1,737
-115
2019
$1.28K ﹤0.01%
51
2020
$1.25K ﹤0.01%
801
-249,657
2021
$1.19K ﹤0.01%
98
-119
2022
$1.18K ﹤0.01%
241
-150
2023
$1.18K ﹤0.01%
+122
2024
$1.16K ﹤0.01%
220
-141
2025
$1.16K ﹤0.01%
394
-728
79 80
81
82 83