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
$34.8B
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,251
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$137M
3
+$120M
4
ABBV icon
AbbVie
ABBV
+$104M
5
CCI icon
Crown Castle
CCI
+$95.8M

Top Sells

1
+$161M
2
+$105M
3
+$71.6M
4
OHI icon
Omega Healthcare
OHI
+$70.8M
5
KHC icon
Kraft Heinz
KHC
+$70.1M

Sector Composition

1 Healthcare 17.32%
2 Consumer Staples 17.14%
3 Utilities 10.25%
4 Communication Services 9.99%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
45
-7
2027
$2K ﹤0.01%
+167
2028
$2K ﹤0.01%
110
-49
2029
$2K ﹤0.01%
159
-7,538
2030
$2K ﹤0.01%
108
2031
$2K ﹤0.01%
42
2032
$2K ﹤0.01%
161
2033
$2K ﹤0.01%
1
2034
$2K ﹤0.01%
2,851
2035
$2K ﹤0.01%
+140
2036
$2K ﹤0.01%
210
-90
2037
$2K ﹤0.01%
230
-38,402
2038
$2K ﹤0.01%
362
2039
$2K ﹤0.01%
+110
2040
$2K ﹤0.01%
78
+72
2041
$2K ﹤0.01%
2,754
2042
$2K ﹤0.01%
83
2043
$2K ﹤0.01%
201
2044
$1K ﹤0.01%
22
+8
2045
$1K ﹤0.01%
+54
2046
$1K ﹤0.01%
49
2047
$1K ﹤0.01%
188
+106
2048
$1K ﹤0.01%
100
-7,768
2049
$1K ﹤0.01%
30
-20
2050
$1K ﹤0.01%
43
80 81
82
83 84