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
$45.5B
AUM Growth
+$3.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,214
New
Increased
Reduced
Closed

Top Buys

1 +$218M
2 +$157M
3 +$154M
4
PAYX icon
Paychex
PAYX
+$154M
5
WEC icon
WEC Energy
WEC
+$150M

Top Sells

1 +$357M
2 +$268M
3 +$215M
4
KMB icon
Kimberly-Clark
KMB
+$214M
5
CRWD icon
CrowdStrike
CRWD
+$202M

Sector Composition

1 Technology 18.13%
2 Healthcare 17.4%
3 Financials 13.44%
4 Industrials 10.44%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$511 ﹤0.01%
+16
2002
$439 ﹤0.01%
+26
2003
$407 ﹤0.01%
37
2004
$394 ﹤0.01%
+20
2005
$380 ﹤0.01%
+263
2006
$380 ﹤0.01%
+383
2007
$367 ﹤0.01%
100
2008
$355 ﹤0.01%
31
2009
$353 ﹤0.01%
+62
2010
$339 ﹤0.01%
3
-37
2011
$320 ﹤0.01%
10
-50
2012
$257 ﹤0.01%
23
2013
$245 ﹤0.01%
10
-135,486
2014
$240 ﹤0.01%
3
-2
2015
$210 ﹤0.01%
13
-393,537
2016
$185 ﹤0.01%
8
2017
$153 ﹤0.01%
4
+3
2018
$138 ﹤0.01%
117
2019
$129 ﹤0.01%
3
+2
2020
$122 ﹤0.01%
15
-878,758
2021
$105 ﹤0.01%
+6
2022
$74 ﹤0.01%
+1
2023
$57 ﹤0.01%
3
+2
2024
$47 ﹤0.01%
9
-2,237,496
2025
$41 ﹤0.01%
6
+5