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
$31.1B
AUM Growth
-$798M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$305M
2
+$160M
3
+$143M
4
PM icon
Philip Morris
PM
+$93.9M
5
BABA icon
Alibaba
BABA
+$93.7M

Top Sells

1
+$447M
2
+$211M
3
+$199M
4
TMO icon
Thermo Fisher Scientific
TMO
+$88M
5
EXPD icon
Expeditors International
EXPD
+$76.2M

Sector Composition

1 Healthcare 15.6%
2 Consumer Staples 13.43%
3 Energy 10.54%
4 Financials 8.95%
5 Utilities 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-282
2027
– –
-254
2028
– –
-6,925
2029
– –
-3,983
2030
– –
-448
2031
– –
-700,000
2032
– –
-593
2033
– –
-75
2034
– –
-13
2035
– –
-2,200
2036
– –
-84
2037
– –
-36
2038
– –
-13,137
2039
– –
-1,787
2040
– –
-106,283
2041
– –
-42
2042
– –
-146
2043
– –
-18,728
2044
– –
-15,500
2045
– –
-112
2046
– –
-47,600
2047
– –
-1,867
2048
– –
-3,400
2049
– –
-478
2050
– –
-711
80 81
82
83 84