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
$32.2B
AUM Growth
+$705M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,287
New
Increased
Reduced
Closed

Top Buys

1
+$635M
2
+$234M
3
+$167M
4
D icon
Dominion Energy
D
+$119M
5
DUK icon
Duke Energy
DUK
+$98.8M

Top Sells

1
+$358M
2
+$345M
3
+$197M
4
K icon
Kellanova
K
+$163M
5
RAI
Reynolds American Inc
RAI
+$135M

Sector Composition

1 Consumer Staples 18.77%
2 Healthcare 15.57%
3 Utilities 10%
4 Communication Services 9.35%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
51
+23
2027
$1K ﹤0.01%
73
-437
2028
$1K ﹤0.01%
18
-52
2029
$1K ﹤0.01%
73
-1,140
2030
$1K ﹤0.01%
2
2031
$1K ﹤0.01%
+43
2032
$1K ﹤0.01%
18
-14
2033
$1K ﹤0.01%
4
2034
$1K ﹤0.01%
+134
2035
$1K ﹤0.01%
283
-4,057
2036
$1K ﹤0.01%
+21
2037
$1K ﹤0.01%
40
-33
2038
$1K ﹤0.01%
+15
2039
$1K ﹤0.01%
94
2040
$1K ﹤0.01%
31
-72
2041
$1K ﹤0.01%
+18
2042
$1K ﹤0.01%
18
2043
$1K ﹤0.01%
34
-7,650
2044
$1K ﹤0.01%
57
2045
$1K ﹤0.01%
+49
2046
$1K ﹤0.01%
20
+15
2047
$1K ﹤0.01%
104
2048
$1K ﹤0.01%
141
-450
2049
$1K ﹤0.01%
50
+41
2050
$1K ﹤0.01%
11
-11,826
80 81
82
83 84