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
$31.9B
AUM Growth
+$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,076
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$153M
3
+$137M
4
DOC icon
Healthpeak Properties
DOC
+$100M
5
CVX icon
Chevron
CVX
+$81.9M

Top Sells

1
+$284M
2
+$108M
3
+$86.3M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$83.8M
5
AGN
Allergan Inc
AGN
+$79.8M

Sector Composition

1 Healthcare 15.6%
2 Consumer Staples 12.46%
3 Energy 12.05%
4 Financials 8.62%
5 Utilities 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-108,000
2027
– –
-388,100
2028
– –
-205,809
2029
– –
-150,000
2030
– –
-11,353
2031
– –
-15,196
2032
– –
-46,033
2033
– –
-116,819
2034
– –
-7,812
2035
– –
-76,285
2036
– –
-69
2037
– –
-20,792
2038
– –
-1,824
2039
– –
-21,959
2040
– –
-272,100
2041
– –
-114,700
2042
– –
-230,036
2043
– –
-5,254
2044
– –
-22,642
2045
– –
-1,582,278
2046
– –
-368,506
2047
– –
-293,911
2048
– –
-20,614
2049
– –
-5,045
2050
– –
-277,700
79 80 81
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