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

Top Buys

1
+$80.7M
2
+$77.6M
3
+$63.3M
4
BHI
Baker Hughes
BHI
+$58.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$54M

Top Sells

1
+$245M
2
+$130M
3
+$122M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$72.5M
5
MCD icon
McDonald's
MCD
+$67.2M

Sector Composition

1 Consumer Staples 18.1%
2 Healthcare 14.86%
3 Consumer Discretionary 9.47%
4 Financials 9.37%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
28
+18
2027
$1K ﹤0.01%
52
+50
2028
$1K ﹤0.01%
+40
2029
$1K ﹤0.01%
+55
2030
$1K ﹤0.01%
+14
2031
$1K ﹤0.01%
+2
2032
$1K ﹤0.01%
71
-1,681
2033
$1K ﹤0.01%
+25
2034
$1K ﹤0.01%
221
2035
$1K ﹤0.01%
225
-4,133
2036
$1K ﹤0.01%
7
-4
2037
$1K ﹤0.01%
+32
2038
$1K ﹤0.01%
94
-190
2039
$1K ﹤0.01%
42
-79
2040
$1K ﹤0.01%
+4
2041
$1K ﹤0.01%
+26
2042
$1K ﹤0.01%
+7
2043
$1K ﹤0.01%
73
-30
2044
– –
-331
2045
$1K ﹤0.01%
103
-362
2046
$1K ﹤0.01%
6
2047
$1K ﹤0.01%
18
2048
$1K ﹤0.01%
5
2049
$1K ﹤0.01%
57
-105
2050
$1K ﹤0.01%
+5
80 81
82
83 84