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

Top Buys

1
+$270M
2
+$199M
3
+$168M
4
NVS icon
Novartis
NVS
+$134M
5
MCD icon
McDonald's
MCD
+$126M

Top Sells

1
+$645M
2
+$315M
3
+$213M
4
DXCM icon
DexCom
DXCM
+$170M
5
XOM icon
Exxon Mobil
XOM
+$107M

Sector Composition

1 Healthcare 15.33%
2 Consumer Staples 15.23%
3 Communication Services 10.5%
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%
+79
2028
$1K ﹤0.01%
25
-58
2029
$1K ﹤0.01%
+108
2030
$1K ﹤0.01%
18
-502
2031
$1K ﹤0.01%
8
-599
2032
$1K ﹤0.01%
30
-18
2033
$1K ﹤0.01%
58
-260
2034
$1K ﹤0.01%
148
2035
$1K ﹤0.01%
2
-1,444
2036
$1K ﹤0.01%
22
2037
$1K ﹤0.01%
108
2038
$1K ﹤0.01%
18
-13
2039
$1K ﹤0.01%
20
-10
2040
$1K ﹤0.01%
73
-38
2041
$1K ﹤0.01%
43
2042
$1K ﹤0.01%
14
2043
$1K ﹤0.01%
18
-8
2044
$1K ﹤0.01%
2
2045
$1K ﹤0.01%
46
2046
$1K ﹤0.01%
3
-2
2047
$1K ﹤0.01%
138
-222
2048
$1K ﹤0.01%
159
2049
$1K ﹤0.01%
15
-6,613
2050
$1K ﹤0.01%
10
-81
80 81
82
83 84