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
$42.5B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,429
New
Increased
Reduced
Closed

Top Buys

1 +$186M
2 +$71.3M
3 +$68.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$67.7M
5
EVRG icon
Evergy
EVRG
+$60.5M

Top Sells

1 +$704M
2 +$417M
3 +$413M
4
D icon
Dominion Energy
D
+$172M
5
MRNA icon
Moderna
MRNA
+$127M

Sector Composition

1 Healthcare 22.32%
2 Technology 19.96%
3 Consumer Discretionary 11.01%
4 Financials 9.67%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$5K ﹤0.01%
1,307
-323,223
2027
$5K ﹤0.01%
162
-6
2028
$5K ﹤0.01%
34
2029
$5K ﹤0.01%
122
+44
2030
$5K ﹤0.01%
1,511
-61
2031
$5K ﹤0.01%
312
-10
2032
$5K ﹤0.01%
+527
2033
$5K ﹤0.01%
+337
2034
$5K ﹤0.01%
590
-18
2035
$5K ﹤0.01%
794
-21
2036
$4K ﹤0.01%
526
-395
2037
$4K ﹤0.01%
45
-2,056
2038
$4K ﹤0.01%
229
-31,771
2039
$4K ﹤0.01%
110
+82
2040
$4K ﹤0.01%
1,728
-1,756
2041
$4K ﹤0.01%
+11
2042
$4K ﹤0.01%
369
+61
2043
$4K ﹤0.01%
+294
2044
$4K ﹤0.01%
281
+136
2045
$4K ﹤0.01%
63
-589
2046
$4K ﹤0.01%
103
-57
2047
$4K ﹤0.01%
+891
2048
$4K ﹤0.01%
115
2049
$4K ﹤0.01%
+9
2050
$4K ﹤0.01%
+796