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

Top Buys

1
+$236M
2
+$141M
3
+$119M
4
ABBV icon
AbbVie
ABBV
+$107M
5
CCI icon
Crown Castle
CCI
+$97.8M

Top Sells

1
+$175M
2
+$114M
3
+$71.8M
4
OHI icon
Omega Healthcare
OHI
+$71M
5
KHC icon
Kraft Heinz
KHC
+$69.3M

Sector Composition

1 Healthcare 17.32%
2 Consumer Staples 17.14%
3 Utilities 10.25%
4 Communication Services 10.03%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
137
-6
2027
$2K ﹤0.01%
45
-7
2028
$2K ﹤0.01%
+167
2029
$2K ﹤0.01%
110
-49
2030
$2K ﹤0.01%
159
-7,538
2031
$2K ﹤0.01%
108
2032
$2K ﹤0.01%
42
2033
$2K ﹤0.01%
161
2034
$2K ﹤0.01%
1
2035
$2K ﹤0.01%
2,851
2036
$2K ﹤0.01%
+140
2037
$2K ﹤0.01%
210
-90
2038
$2K ﹤0.01%
230
-38,402
2039
$2K ﹤0.01%
362
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%
3
2045
$1K ﹤0.01%
14
-532
2046
$1K ﹤0.01%
22
+8
2047
$1K ﹤0.01%
+54
2048
$1K ﹤0.01%
49
2049
$1K ﹤0.01%
188
+106
2050
$1K ﹤0.01%
100
-7,768
80 81
82
83 84