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

Top Buys

1
+$620M
2
+$217M
3
+$162M
4
D icon
Dominion Energy
D
+$112M
5
DUK icon
Duke Energy
DUK
+$92.7M

Top Sells

1
+$345M
2
+$198M
3
+$156M
4
RAI
Reynolds American Inc
RAI
+$132M
5
MCD icon
McDonald's
MCD
+$123M

Sector Composition

1 Consumer Staples 18.77%
2 Healthcare 15.57%
3 Utilities 10%
4 Communication Services 9.36%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
+10
2027
$1K ﹤0.01%
89
-55
2028
$1K ﹤0.01%
353
2029
$1K ﹤0.01%
33
-141,398
2030
$1K ﹤0.01%
+33
2031
$1K ﹤0.01%
12
2032
$1K ﹤0.01%
50
+13
2033
$1K ﹤0.01%
+217
2034
$1K ﹤0.01%
145
-1,699
2035
$1K ﹤0.01%
46
2036
$1K ﹤0.01%
9
2037
$1K ﹤0.01%
51
+23
2038
$1K ﹤0.01%
73
-437
2039
$1K ﹤0.01%
18
-52
2040
$1K ﹤0.01%
18
-14
2041
$1K ﹤0.01%
4
2042
$1K ﹤0.01%
+134
2043
$1K ﹤0.01%
+21
2044
$1K ﹤0.01%
164
2045
$1K ﹤0.01%
969
2046
$1K ﹤0.01%
28
-1,052
2047
$1K ﹤0.01%
71
-5
2048
$1K ﹤0.01%
+89
2049
– –
-50
2050
$1K ﹤0.01%
108
80 81
82
83 84