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
$40.3B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,281
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$134M
3
+$116M
4
SWK icon
Stanley Black & Decker
SWK
+$115M
5
PFE icon
Pfizer
PFE
+$88M

Top Sells

1
+$226M
2
+$181M
3
+$158M
4
DRI icon
Darden Restaurants
DRI
+$133M
5
KEY icon
KeyCorp
KEY
+$128M

Sector Composition

1 Healthcare 20.21%
2 Technology 14.45%
3 Financials 10.84%
4 Industrials 8.95%
5 Consumer Discretionary 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.42K ﹤0.01%
+185
2002
$1.38K ﹤0.01%
61
-5,025
2003
$1.34K ﹤0.01%
104
-3,007
2004
$1.32K ﹤0.01%
808
-4,889
2005
$1.29K ﹤0.01%
78
-17
2006
$1.26K ﹤0.01%
29
-24
2007
$1.26K ﹤0.01%
133
-3,039
2008
$1.25K ﹤0.01%
166
-46
2009
$1.23K ﹤0.01%
+54
2010
$1.22K ﹤0.01%
127
-619,185
2011
$1.22K ﹤0.01%
31
-5
2012
$1.15K ﹤0.01%
+113
2013
$1.13K ﹤0.01%
+1,354
2014
$1.11K ﹤0.01%
90
2015
$1.11K ﹤0.01%
402
-3,055
2016
$974 ﹤0.01%
+166
2017
$967 ﹤0.01%
35
+9
2018
$930 ﹤0.01%
1,860
+573
2019
$885 ﹤0.01%
+160
2020
$864 ﹤0.01%
52
-395
2021
$845 ﹤0.01%
170
2022
$833 ﹤0.01%
+192
2023
$833 ﹤0.01%
+192
2024
$814 ﹤0.01%
641
2025
$804 ﹤0.01%
113
-172
79 80
81
82 83