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
$33.3B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,269
New
Increased
Reduced
Closed

Top Buys

1
+$267M
2
+$198M
3
+$168M
4
NVS icon
Novartis
NVS
+$135M
5
MCD icon
McDonald's
MCD
+$131M

Top Sells

1
+$681M
2
+$302M
3
+$217M
4
DXCM icon
DexCom
DXCM
+$143M
5
XOM icon
Exxon Mobil
XOM
+$111M

Sector Composition

1 Healthcare 15.33%
2 Consumer Staples 15.23%
3 Communication Services 10.46%
4 Utilities 9.97%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
83
2027
$2K ﹤0.01%
1
2028
$1K ﹤0.01%
25
-58
2029
$1K ﹤0.01%
+108
2030
$1K ﹤0.01%
8
-599
2031
$1K ﹤0.01%
20
-10
2032
$1K ﹤0.01%
73
-38
2033
$1K ﹤0.01%
43
2034
$1K ﹤0.01%
14
2035
$1K ﹤0.01%
18
-8
2036
$1K ﹤0.01%
2
2037
$1K ﹤0.01%
46
2038
$1K ﹤0.01%
3
-2
2039
$1K ﹤0.01%
30
-18
2040
$1K ﹤0.01%
138
-222
2041
$1K ﹤0.01%
159
2042
$1K ﹤0.01%
15
-6,613
2043
$1K ﹤0.01%
10
-81
2044
$1K ﹤0.01%
47
2045
$1K ﹤0.01%
253
2046
$1K ﹤0.01%
52
2047
$1K ﹤0.01%
1
-95
2048
$1K ﹤0.01%
50
2049
$1K ﹤0.01%
46
2050
$1K ﹤0.01%
47
-694
80 81
82
83 84