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
$48.8B
AUM Growth
+$6.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,432
New
Increased
Reduced
Closed

Top Buys

1 +$209M
2 +$162M
3 +$141M
4
KMB icon
Kimberly-Clark
KMB
+$123M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$56.2M

Top Sells

1 +$474M
2 +$234M
3 +$154M
4
KO icon
Coca-Cola
KO
+$105M
5
AVGO icon
Broadcom
AVGO
+$97.8M

Sector Composition

1 Healthcare 22.44%
2 Technology 20.77%
3 Financials 11.09%
4 Consumer Discretionary 9.72%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$6K ﹤0.01%
3,912
-261
2027
$6K ﹤0.01%
242
+6
2028
$6K ﹤0.01%
+220
2029
$6K ﹤0.01%
+562
2030
$6K ﹤0.01%
122
2031
$6K ﹤0.01%
1,500
-1,461
2032
$6K ﹤0.01%
515
-69
2033
$6K ﹤0.01%
1,468
+577
2034
$6K ﹤0.01%
353
+183
2035
$6K ﹤0.01%
270
-107,990
2036
$6K ﹤0.01%
282
-1,095
2037
$6K ﹤0.01%
168
+4
2038
$5K ﹤0.01%
+333
2039
$5K ﹤0.01%
+308
2040
$5K ﹤0.01%
112
2041
$5K ﹤0.01%
431
-96,583
2042
$5K ﹤0.01%
822
-24,829
2043
$5K ﹤0.01%
30
-4
2044
$5K ﹤0.01%
529
-639
2045
$5K ﹤0.01%
+232
2046
$5K ﹤0.01%
113
+3
2047
$5K ﹤0.01%
1,872
-3,666
2048
$5K ﹤0.01%
9
-2
2049
$5K ﹤0.01%
+184
2050
$5K ﹤0.01%
509
+140