Federated Hermes

Federated Hermes Portfolio holdings

AUM $59.9B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.3B
AUM Growth
+$4.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,306
New
Increased
Reduced
Closed

Top Buys

1 +$146M
2 +$133M
3 +$118M
4
KMB icon
Kimberly-Clark
KMB
+$57.2M
5
VRSK icon
Verisk Analytics
VRSK
+$56.1M

Top Sells

1 +$213M
2 +$208M
3 +$129M
4
AZN icon
AstraZeneca
AZN
+$105M
5
PG icon
Procter & Gamble
PG
+$86.6M

Sector Composition

1 Healthcare 15.38%
2 Technology 14.08%
3 Consumer Staples 10.9%
4 Financials 9.99%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3K ﹤0.01%
37
2027
$3K ﹤0.01%
+114
2028
$3K ﹤0.01%
156
-16
2029
$3K ﹤0.01%
162
-14
2030
$3K ﹤0.01%
176
-612
2031
$3K ﹤0.01%
+650
2032
$3K ﹤0.01%
64
2033
$3K ﹤0.01%
+1,347
2034
$3K ﹤0.01%
859
2035
$3K ﹤0.01%
+162
2036
$3K ﹤0.01%
379
-350
2037
$3K ﹤0.01%
573
2038
$3K ﹤0.01%
497
-285,279
2039
$3K ﹤0.01%
148
-54
2040
$3K ﹤0.01%
7
2041
$3K ﹤0.01%
165
-59
2042
$3K ﹤0.01%
119
-10
2043
$3K ﹤0.01%
2,723
+831
2044
$3K ﹤0.01%
2,851
2045
$3K ﹤0.01%
147
-28,172
2046
$3K ﹤0.01%
676
-78
2047
$3K ﹤0.01%
457
2048
$3K ﹤0.01%
283
-348
2049
$3K ﹤0.01%
315
2050
$3K ﹤0.01%
73
-160,402