We are live on ! Find out more
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
$31.6B
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 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-383,735
2027
– –
-162
2028
– –
-1,559
2029
– –
-47,511
2030
– –
-14
2031
– –
-181
2032
– –
-326
2033
– –
-4,137
2034
– –
-828
2035
– –
-143
2036
– –
-319,730
2037
– –
-1,763
2038
– –
-1,881
2039
– –
-286
2040
– –
-471
2041
– –
-7,360
2042
– –
-3,586
2043
– –
-322
2044
– –
-13,676
2045
– –
-456
2046
– –
-1,304,253
2047
– –
-3
2048
– –
-217
2049
– –
-645
2050
– –
-224,800
80 81
82
83 84