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
$31.5B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,247
New
Increased
Reduced
Closed

Top Buys

1 +$84.9M
2 +$73.5M
3 +$62.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$55.1M
5
BHI
Baker Hughes
BHI
+$53M

Top Sells

1 +$154M
2 +$151M
3 +$130M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.7M
5
MCD icon
McDonald's
MCD
+$71M

Sector Composition

1 Consumer Staples 18.1%
2 Healthcare 14.86%
3 Consumer Discretionary 9.47%
4 Financials 9.37%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1K ﹤0.01%
94
-190
2027
$1K ﹤0.01%
42
-79
2028
$1K ﹤0.01%
+4
2029
$1K ﹤0.01%
+26
2030
$1K ﹤0.01%
+7
2031
$1K ﹤0.01%
73
-30
2032
-331
2033
$1K ﹤0.01%
103
-362
2034
$1K ﹤0.01%
6
2035
$1K ﹤0.01%
18
2036
$1K ﹤0.01%
5
2037
$1K ﹤0.01%
57
-105
2038
$1K ﹤0.01%
+5
2039
$1K ﹤0.01%
104
+62
2040
$1K ﹤0.01%
2,851
2041
$1K ﹤0.01%
13
2042
$1K ﹤0.01%
+29
2043
$1K ﹤0.01%
144
2044
$1K ﹤0.01%
353
-1,954
2045
$1K ﹤0.01%
64
2046
$1K ﹤0.01%
6
2047
$1K ﹤0.01%
+31
2048
$1K ﹤0.01%
+84
2049
$1K ﹤0.01%
+34
2050
$1K ﹤0.01%
+12