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
$34.3B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,299
New
Increased
Reduced
Closed

Top Buys

1
+$294M
2
+$131M
3
+$116M
4
SO icon
Southern Company
SO
+$106M
5
VZ icon
Verizon
VZ
+$103M

Top Sells

1
+$288M
2
+$89.5M
3
+$68.2M
4
INCY icon
Incyte
INCY
+$55.3M
5
CSC
Computer Sciences
CSC
+$54.4M

Sector Composition

1 Consumer Staples 17.99%
2 Healthcare 16.55%
3 Utilities 10.45%
4 Communication Services 9.76%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
49
-46
2027
$1K ﹤0.01%
82
-282
2028
$1K ﹤0.01%
5
2029
$1K ﹤0.01%
50
-80
2030
$1K ﹤0.01%
43
+1
2031
$1K ﹤0.01%
1
2032
$1K ﹤0.01%
83
2033
$1K ﹤0.01%
3
2034
$1K ﹤0.01%
18
-37
2035
$1K ﹤0.01%
20
-802
2036
$1K ﹤0.01%
2
-794
2037
$1K ﹤0.01%
6
-130
2038
$1K ﹤0.01%
46
2039
$1K ﹤0.01%
5
-60
2040
$1K ﹤0.01%
+4
2041
$1K ﹤0.01%
+27
2042
$1K ﹤0.01%
+159
2043
$1K ﹤0.01%
110
2044
$1K ﹤0.01%
30
-2,715
2045
$1K ﹤0.01%
41
2046
$1K ﹤0.01%
2
2047
$1K ﹤0.01%
2
2048
$1K ﹤0.01%
+47
2049
$1K ﹤0.01%
+109
2050
$1K ﹤0.01%
+38
80 81
82
83 84