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
$46.4B
AUM Growth
+$701M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1 +$197M
2 +$179M
3 +$156M
4
TER icon
Teradyne
TER
+$154M
5
XOM icon
Exxon Mobil
XOM
+$153M

Top Sells

1 +$163M
2 +$130M
3 +$108M
4
GDDY icon
GoDaddy
GDDY
+$94.2M
5
VRT icon
Vertiv
VRT
+$80M

Sector Composition

1 Technology 19.5%
2 Healthcare 16.86%
3 Financials 13.55%
4 Consumer Discretionary 9.43%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$937 ﹤0.01%
+1,656
2002
$900 ﹤0.01%
+192
2003
$887 ﹤0.01%
241
-111
2004
$880 ﹤0.01%
134
-196
2005
$874 ﹤0.01%
56
+7
2006
$836 ﹤0.01%
727
+87
2007
$762 ﹤0.01%
113
-280
2008
$718 ﹤0.01%
12
2009
$716 ﹤0.01%
+92
2010
$713 ﹤0.01%
3
-4
2011
$703 ﹤0.01%
2,027
+258
2012
$687 ﹤0.01%
+563
2013
$662 ﹤0.01%
+17
2014
$651 ﹤0.01%
57
-81
2015
$648 ﹤0.01%
405
-206
2016
$621 ﹤0.01%
225
-558
2017
$589 ﹤0.01%
26
-510
2018
$583 ﹤0.01%
+20
2019
$583 ﹤0.01%
+20
2020
$555 ﹤0.01%
94
-152
2021
$547 ﹤0.01%
75
-358
2022
$487 ﹤0.01%
+100
2023
$481 ﹤0.01%
237
-64
2024
$478 ﹤0.01%
23
-27
2025
$474 ﹤0.01%
8
-9