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

Top Buys

1
+$152M
2
+$139M
3
+$122M
4
DOC icon
Healthpeak Properties
DOC
+$100M
5
CVX icon
Chevron
CVX
+$78.1M

Top Sells

1
+$276M
2
+$110M
3
+$84.2M
4
AGN
Allergan Inc
AGN
+$73.4M
5
MS icon
Morgan Stanley
MS
+$66.1M

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
– –
-335,900
2027
– –
-144,400
2028
– –
-4
2029
– –
-1,818
2030
– –
-7,949
2031
– –
-1,628
2032
– –
-27,510
2033
– –
-13,147
2034
– –
-2,961
2035
– –
-5,900
2036
– –
-8
2037
– –
-15
2038
– –
-306,300
2039
– –
-230,492
2040
– –
-25,790
2041
– –
-30,000
2042
– –
-108,000
2043
– –
-388,100
2044
– –
-205,809
2045
– –
-150,000
2046
– –
-7,812
2047
– –
-76,285
2048
– –
-69
2049
– –
-1,824
2050
– –
-21,959
79 80 81
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