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

Top Buys

1
+$136M
2
+$113M
3
+$111M
4
D icon
Dominion Energy
D
+$104M
5
PEG icon
Public Service Enterprise Group
PEG
+$98.7M

Top Sells

1
+$258M
2
+$239M
3
+$196M
4
SO icon
Southern Company
SO
+$137M
5
UL icon
Unilever
UL
+$111M

Sector Composition

1 Healthcare 15.28%
2 Consumer Staples 13.67%
3 Utilities 10.28%
4 Communication Services 10.06%
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%
15
-641,727
2041
$1K ﹤0.01%
5
-20
2042
$1K ﹤0.01%
12
-561
2043
$1K ﹤0.01%
108
2044
$1K ﹤0.01%
+247
2045
$1K ﹤0.01%
+6
2046
$1K ﹤0.01%
18
2047
$1K ﹤0.01%
8
2048
$1K ﹤0.01%
+5
2049
$1K ﹤0.01%
+47
2050
$1K ﹤0.01%
+20
80 81
82
83 84