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
$32.8B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,153
New
Increased
Reduced
Closed

Top Buys

1 +$120M
2 +$107M
3 +$77M
4
BCE icon
BCE
BCE
+$73.1M
5
AGN
Allergan plc
AGN
+$63.7M

Top Sells

1 +$343M
2 +$141M
3 +$97.5M
4
LYB icon
LyondellBasell Industries
LYB
+$93.8M
5
PODD icon
Insulet
PODD
+$76.2M

Sector Composition

1 Healthcare 15.03%
2 Consumer Staples 14.54%
3 Financials 8.88%
4 Technology 8.1%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
-146
2027
-77
2028
-116,075
2029
-1,178
2030
-794
2031
-109,917
2032
-4,960
2033
-70,700
2034
-111
2035
-14,695
2036
-115,233
2037
-1,524
2038
-1,153,500
2039
-2,240
2040
-1,029,723
2041
-20,736
2042
0
2043
-45
2044
-4,452
2045
-5,296
2046
-285
2047
-9,476
2048
-173
2049
-1,948
2050
-18,877