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
$51.4B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,449
New
Increased
Reduced
Closed

Top Buys

1 +$161M
2 +$124M
3 +$110M
4
STEP icon
StepStone Group
STEP
+$98M
5
CCI icon
Crown Castle
CCI
+$91.6M

Top Sells

1 +$438M
2 +$215M
3 +$213M
4
JPM icon
JPMorgan Chase
JPM
+$158M
5
T icon
AT&T
T
+$128M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.04%
3 Financials 11.95%
4 Consumer Discretionary 9.74%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$8K ﹤0.01%
222
+38
2027
$8K ﹤0.01%
2,144
+644
2028
$8K ﹤0.01%
385
-100
2029
$8K ﹤0.01%
354
+214
2030
$8K ﹤0.01%
113
-13
2031
$7K ﹤0.01%
291
-1,043
2032
$7K ﹤0.01%
330
+22
2033
$7K ﹤0.01%
+813
2034
$7K ﹤0.01%
+357
2035
$7K ﹤0.01%
132
+99
2036
$7K ﹤0.01%
+797
2037
$7K ﹤0.01%
330
-457
2038
$7K ﹤0.01%
2,237
+1,449
2039
$7K ﹤0.01%
263
-541
2040
$7K ﹤0.01%
422
+232
2041
$6K ﹤0.01%
191
-98
2042
$6K ﹤0.01%
+567
2043
$6K ﹤0.01%
+436
2044
$6K ﹤0.01%
679
+186
2045
$6K ﹤0.01%
+1,419
2046
$6K ﹤0.01%
304
+219
2047
$6K ﹤0.01%
70
-145
2048
$6K ﹤0.01%
388
+190
2049
$6K ﹤0.01%
1,756
+215
2050
$6K ﹤0.01%
+133