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
$34.7B
AUM Growth
-$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,266
New
Increased
Reduced
Closed

Top Buys

1 +$186M
2 +$160M
3 +$122M
4
KO icon
Coca-Cola
KO
+$109M
5
XOM icon
Exxon Mobil
XOM
+$100M

Top Sells

1 +$594M
2 +$230M
3 +$176M
4
NXPI icon
NXP Semiconductors
NXPI
+$144M
5
PM icon
Philip Morris
PM
+$116M

Sector Composition

1 Healthcare 15.58%
2 Consumer Staples 14.09%
3 Utilities 10.58%
4 Communication Services 9.9%
5 Technology 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$2K ﹤0.01%
+75
2027
$2K ﹤0.01%
20
2028
$2K ﹤0.01%
19
2029
$2K ﹤0.01%
+217
2030
$2K ﹤0.01%
+149
2031
$2K ﹤0.01%
901
+887
2032
$2K ﹤0.01%
945
2033
$2K ﹤0.01%
+77
2034
$2K ﹤0.01%
+113
2035
$2K ﹤0.01%
+264
2036
$2K ﹤0.01%
35
2037
$2K ﹤0.01%
56
+4
2038
$2K ﹤0.01%
196
-132
2039
$2K ﹤0.01%
+840
2040
$2K ﹤0.01%
23
2041
$2K ﹤0.01%
9
2042
$2K ﹤0.01%
42
2043
$2K ﹤0.01%
41
2044
$2K ﹤0.01%
+383
2045
$2K ﹤0.01%
2,851
2046
$2K ﹤0.01%
126
-25,154
2047
$2K ﹤0.01%
541
-1,000
2048
$2K ﹤0.01%
813
2049
$2K ﹤0.01%
325
2050
$2K ﹤0.01%
466
-2,598