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
$33.5B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,354
New
Increased
Reduced
Closed

Top Buys

1
+$214M
2
+$119M
3
+$97.3M
4
PM icon
Philip Morris
PM
+$83.3M
5
CCI icon
Crown Castle
CCI
+$73.5M

Top Sells

1
+$331M
2
+$168M
3
+$105M
4
KO icon
Coca-Cola
KO
+$73.3M
5
MSCC
Microsemi Corp
MSCC
+$67.4M

Sector Composition

1 Healthcare 13.57%
2 Consumer Staples 13.09%
3 Technology 11.6%
4 Communication Services 9.39%
5 Utilities 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$5K ﹤0.01%
220
2027
$4K ﹤0.01%
+553
2028
$4K ﹤0.01%
957
2029
$4K ﹤0.01%
75
-237
2030
$4K ﹤0.01%
+248
2031
$4K ﹤0.01%
+313
2032
$4K ﹤0.01%
63
-15
2033
$4K ﹤0.01%
151
+19
2034
$4K ﹤0.01%
483
2035
$4K ﹤0.01%
114
-3,552
2036
$4K ﹤0.01%
+415
2037
$4K ﹤0.01%
54
+7
2038
$4K ﹤0.01%
452
+56
2039
$4K ﹤0.01%
+265
2040
$4K ﹤0.01%
+127
2041
$4K ﹤0.01%
+375
2042
$4K ﹤0.01%
46
-12
2043
$4K ﹤0.01%
128
-210
2044
$4K ﹤0.01%
138
-362
2045
$4K ﹤0.01%
9
-25
2046
$4K ﹤0.01%
+153
2047
$4K ﹤0.01%
2,308
+117
2048
$4K ﹤0.01%
55
2049
$4K ﹤0.01%
+125
2050
$4K ﹤0.01%
+330
80 81
82
83 84