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
$36.1B
AUM Growth
+$1.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,348
New
Increased
Reduced
Closed

Top Buys

1 +$167M
2 +$149M
3 +$132M
4
MDT icon
Medtronic
MDT
+$116M
5
LLY icon
Eli Lilly
LLY
+$89M

Top Sells

1 +$207M
2 +$191M
3 +$174M
4
XOM icon
Exxon Mobil
XOM
+$173M
5
BMY icon
Bristol-Myers Squibb
BMY
+$162M

Sector Composition

1 Healthcare 22.89%
2 Financials 14.87%
3 Technology 12.39%
4 Consumer Discretionary 8.43%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.5K ﹤0.01%
68
+16
2027
$1.45K ﹤0.01%
1,381
-152
2028
$1.44K ﹤0.01%
391
2029
$1.42K ﹤0.01%
89
-50
2030
$1.39K ﹤0.01%
205
-226
2031
$1.39K ﹤0.01%
+71
2032
$1.36K ﹤0.01%
96
-11
2033
$1.32K ﹤0.01%
16
+1
2034
$1.32K ﹤0.01%
+44
2035
$1.31K ﹤0.01%
+506
2036
$1.3K ﹤0.01%
65
-7
2037
$1.28K ﹤0.01%
+127
2038
$1.28K ﹤0.01%
+41
2039
$1.24K ﹤0.01%
42
-59
2040
$1.24K ﹤0.01%
251
+65
2041
$1.23K ﹤0.01%
100
-26
2042
$1.19K ﹤0.01%
170
2043
$1.15K ﹤0.01%
+63
2044
$1.15K ﹤0.01%
179
+58
2045
$1.14K ﹤0.01%
+34
2046
$1.14K ﹤0.01%
77
-196,677
2047
$1.13K ﹤0.01%
25
-260,245
2048
$1.13K ﹤0.01%
339
-460
2049
$1.03K ﹤0.01%
90
-1
2050
$1.01K ﹤0.01%
361
-801,375