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Federated Hermes

Federated Hermes Portfolio holdings

AUM $61.5B
1-Year Est. Return 30.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.72%
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%
161
2027
$2K ﹤0.01%
42
2028
$2K ﹤0.01%
41
2029
$2K ﹤0.01%
29
2030
$2K ﹤0.01%
175
-13,062
2031
$2K ﹤0.01%
189
-1,646
2032
$2K ﹤0.01%
77
+31
2033
$2K ﹤0.01%
35
2034
$2K ﹤0.01%
95
+38
2035
$2K ﹤0.01%
+52
2036
$2K ﹤0.01%
9
-21,371
2037
$2K ﹤0.01%
23
-43
2038
$2K ﹤0.01%
157
-5
2039
$2K ﹤0.01%
21
+7
2040
$1K ﹤0.01%
12
-561
2041
$1K ﹤0.01%
108
2042
$1K ﹤0.01%
+247
2043
$1K ﹤0.01%
+6
2044
$1K ﹤0.01%
18
2045
$1K ﹤0.01%
8
2046
$1K ﹤0.01%
+5
2047
$1K ﹤0.01%
+47
2048
$1K ﹤0.01%
+20
2049
$1K ﹤0.01%
2
-6,250
2050
$1K ﹤0.01%
43