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
$31.6B
AUM Growth
+$558M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,156
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$114M
3
+$89.6M
4
KMI icon
Kinder Morgan
KMI
+$71.1M
5
LUMN icon
Lumen
LUMN
+$45.2M

Top Sells

1
+$206M
2
+$156M
3
+$140M
4
HAL icon
Halliburton
HAL
+$136M
5
JNJ icon
Johnson & Johnson
JNJ
+$130M

Sector Composition

1 Consumer Staples 14.71%
2 Healthcare 14.57%
3 Financials 9.49%
4 Utilities 8.67%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-224,800
2027
– –
-333
2028
– –
-81
2029
– –
-375,000
2030
– –
-1,359
2031
– –
-351,374
2032
– –
-25,738
2033
– –
-288
2034
– –
-827
2035
– –
-284
2036
– –
-383,735
2037
– –
-162
2038
– –
-1,559
2039
– –
-47,511
2040
– –
-14
2041
– –
-181
2042
– –
-228
2043
– –
-17
2044
– –
-3
2045
– –
-1,648
2046
– –
-2,138
2047
– –
-326
2048
– –
-4,137
2049
– –
-828
2050
– –
-973
80 81
82
83 84