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
$53.1B
AUM Growth
+$6.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,220
New
Increased
Reduced
Closed

Top Buys

1 +$222M
2 +$221M
3 +$213M
4
FE icon
FirstEnergy
FE
+$189M
5
AVGO icon
Broadcom
AVGO
+$174M

Top Sells

1 +$383M
2 +$280M
3 +$207M
4
PAYX icon
Paychex
PAYX
+$206M
5
GILD icon
Gilead Sciences
GILD
+$201M

Sector Composition

1 Technology 22.82%
2 Healthcare 14.57%
3 Financials 13.43%
4 Industrials 10.31%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$966 ﹤0.01%
90
-616
2002
$964 ﹤0.01%
+49
2003
$960 ﹤0.01%
10
-121
2004
$949 ﹤0.01%
+129
2005
$944 ﹤0.01%
23
-21
2006
$941 ﹤0.01%
17
2007
$903 ﹤0.01%
+398
2008
$878 ﹤0.01%
79
-35
2009
$853 ﹤0.01%
46
-1,220
2010
$823 ﹤0.01%
+197
2011
$800 ﹤0.01%
94
2012
$796 ﹤0.01%
+507
2013
$784 ﹤0.01%
320
-85
2014
$752 ﹤0.01%
241
2015
$747 ﹤0.01%
276
2016
$745 ﹤0.01%
12
2017
$735 ﹤0.01%
1,656
2018
$731 ﹤0.01%
31
-25
2019
$722 ﹤0.01%
+291
2020
$710 ﹤0.01%
+48
2021
$699 ﹤0.01%
+31
2022
$693 ﹤0.01%
+35
2023
$684 ﹤0.01%
+43
2024
$669 ﹤0.01%
358
-572
2025
$655 ﹤0.01%
81
-272,990