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Federated Hermes

Federated Hermes Portfolio holdings

AUM $61.5B
1-Year Est. Return 30.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.72%
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
– –
-58,647
2027
– –
-152
2028
– –
-82
2029
– –
-314
2030
– –
-5,909
2031
– –
-264
2032
– –
-1,216
2033
– –
-13,147
2034
– –
-36,602
2035
– –
-1,552
2036
– –
-6,478
2037
– –
-1,141
2038
– –
-1,378
2039
– –
-5,685
2040
– –
-121,199
2041
– –
-158,400
2042
– –
-947
2043
– –
-556
2044
– –
-9,698
2045
– –
-17,688
2046
– –
-13,370
2047
– –
-3,467
2048
– –
-2
2049
– –
-238,374
2050
– –
-103,100
79 80 81
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