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

Top Buys

1 +$178M
2 +$132M
3 +$98.6M
4
CCI icon
Crown Castle
CCI
+$98.4M
5
STEP icon
StepStone Group
STEP
+$98.1M

Top Sells

1 +$404M
2 +$219M
3 +$213M
4
JPM icon
JPMorgan Chase
JPM
+$167M
5
T icon
AT&T
T
+$133M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.04%
3 Financials 11.95%
4 Consumer Discretionary 9.74%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$8K ﹤0.01%
385
-100
2027
$8K ﹤0.01%
354
+214
2028
$8K ﹤0.01%
951
+412
2029
$8K ﹤0.01%
1,167
+643
2030
$8K ﹤0.01%
113
-13
2031
$7K ﹤0.01%
291
-1,043
2032
$7K ﹤0.01%
330
+22
2033
$7K ﹤0.01%
263
-541
2034
$7K ﹤0.01%
422
+232
2035
$7K ﹤0.01%
+357
2036
$7K ﹤0.01%
132
+99
2037
$7K ﹤0.01%
+797
2038
$7K ﹤0.01%
330
-457
2039
$7K ﹤0.01%
2,237
+1,449
2040
$7K ﹤0.01%
+813
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