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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
$34.9B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,266
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$120M
3
+$109M
4
MO icon
Altria Group
MO
+$99.5M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$82.2M

Top Sells

1
+$542M
2
+$342M
3
+$139M
4
UNP icon
Union Pacific
UNP
+$107M
5
MRK icon
Merck
MRK
+$85.7M

Sector Composition

1 Healthcare 15.02%
2 Consumer Staples 14.11%
3 Utilities 10.53%
4 Communication Services 10.22%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3K ﹤0.01%
+76
2027
$3K ﹤0.01%
42
2028
$3K ﹤0.01%
+180
2029
$3K ﹤0.01%
1,102
2030
$3K ﹤0.01%
2,812
2031
$3K ﹤0.01%
348
2032
$2K ﹤0.01%
+4
2033
$2K ﹤0.01%
+134
2034
$2K ﹤0.01%
10
-10
2035
$2K ﹤0.01%
47
2036
$2K ﹤0.01%
29
2037
$2K ﹤0.01%
130
+90
2038
$2K ﹤0.01%
+186
2039
$2K ﹤0.01%
46
-3
2040
$2K ﹤0.01%
+148
2041
$2K ﹤0.01%
606
-295
2042
$2K ﹤0.01%
+158
2043
$2K ﹤0.01%
9
2044
$2K ﹤0.01%
42
2045
$2K ﹤0.01%
+325
2046
$2K ﹤0.01%
41
2047
$2K ﹤0.01%
40
-104,410
2048
$2K ﹤0.01%
+195
2049
$2K ﹤0.01%
48
-97
2050
$2K ﹤0.01%
996
+722
80 81
82
83 84