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
$35B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$108M
3
+$107M
4
D icon
Dominion Energy
D
+$101M
5
PEG icon
Public Service Enterprise Group
PEG
+$98.2M

Top Sells

1
+$247M
2
+$237M
3
+$193M
4
SO icon
Southern Company
SO
+$136M
5
UL icon
Unilever
UL
+$111M

Sector Composition

1 Healthcare 15.28%
2 Consumer Staples 13.67%
3 Utilities 10.28%
4 Communication Services 10.11%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
157
-5
2027
$2K ﹤0.01%
21
+7
2028
$2K ﹤0.01%
82
-247
2029
$2K ﹤0.01%
+2
2030
$2K ﹤0.01%
42
2031
$2K ﹤0.01%
161
2032
$2K ﹤0.01%
42
2033
$2K ﹤0.01%
41
2034
$2K ﹤0.01%
2,851
2035
$2K ﹤0.01%
813
2036
$2K ﹤0.01%
427
-302
2037
$2K ﹤0.01%
+140
2038
$2K ﹤0.01%
315
2039
$2K ﹤0.01%
83
2040
$1K ﹤0.01%
+30
2041
$1K ﹤0.01%
14
2042
$1K ﹤0.01%
20
+2
2043
$1K ﹤0.01%
2
2044
$1K ﹤0.01%
60
-1,195
2045
$1K ﹤0.01%
3
2046
$1K ﹤0.01%
+6
2047
$1K ﹤0.01%
159
2048
$1K ﹤0.01%
18
-68
2049
$1K ﹤0.01%
15
2050
$1K ﹤0.01%
2
-3,058
80 81
82
83 84