Federated Hermes

Federated Hermes Portfolio holdings

AUM $59.9B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.5B
AUM Growth
-$2.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,267
New
Increased
Reduced
Closed

Top Buys

1 +$144M
2 +$96.2M
3 +$77.9M
4
AMZN icon
Amazon
AMZN
+$63.9M
5
OC icon
Owens Corning
OC
+$61.5M

Top Sells

1 +$281M
2 +$252M
3 +$210M
4
AAPL icon
Apple
AAPL
+$169M
5
PM icon
Philip Morris
PM
+$92M

Sector Composition

1 Healthcare 19.14%
2 Technology 14.82%
3 Financials 11.45%
4 Industrials 9.46%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$931 ﹤0.01%
34
-1
2002
$917 ﹤0.01%
282
-49,718
2003
$893 ﹤0.01%
+516
2004
$892 ﹤0.01%
100
+40
2005
$883 ﹤0.01%
58
-215
2006
$883 ﹤0.01%
+15
2007
$840 ﹤0.01%
22
-15
2008
$835 ﹤0.01%
+119
2009
$786 ﹤0.01%
23
-18,606
2010
$785 ﹤0.01%
9
-25
2011
$768 ﹤0.01%
41
-734
2012
$756 ﹤0.01%
+198
2013
$742 ﹤0.01%
61
-63
2014
$739 ﹤0.01%
91
-438
2015
$734 ﹤0.01%
154
-12
2016
$714 ﹤0.01%
+24
2017
$700 ﹤0.01%
+37
2018
$696 ﹤0.01%
+48
2019
$680 ﹤0.01%
21
-10
2020
$679 ﹤0.01%
62
-2,314
2021
$669 ﹤0.01%
+789
2022
$663 ﹤0.01%
+1
2023
$626 ﹤0.01%
+97
2024
$595 ﹤0.01%
49
-498
2025
$590 ﹤0.01%
+45