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
$39.7B
AUM Growth
+$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,329
New
Increased
Reduced
Closed

Top Buys

1
+$257M
2
+$251M
3
+$211M
4
KO icon
Coca-Cola
KO
+$183M
5
LYB icon
LyondellBasell Industries
LYB
+$181M

Top Sells

1
+$384M
2
+$323M
3
+$142M
4
CLX icon
Clorox
CLX
+$128M
5
ALGN icon
Align Technology
ALGN
+$124M

Sector Composition

1 Healthcare 19.68%
2 Technology 13.7%
3 Financials 11.57%
4 Consumer Staples 9.23%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.15K ﹤0.01%
68
2027
$1.14K ﹤0.01%
+75
2028
$1.11K ﹤0.01%
59
-30
2029
$1.11K ﹤0.01%
90
2030
$1.04K ﹤0.01%
+134
2031
$1.04K ﹤0.01%
+132
2032
$975 ﹤0.01%
55
-302
2033
$931 ﹤0.01%
55
-25,106
2034
$902 ﹤0.01%
+21
2035
$890 ﹤0.01%
15
-297
2036
$868 ﹤0.01%
+41
2037
$868 ﹤0.01%
+54
2038
$852 ﹤0.01%
76
+9
2039
$842 ﹤0.01%
+32
2040
$840 ﹤0.01%
170
-273,683
2041
$815 ﹤0.01%
143
-432
2042
$806 ﹤0.01%
+640
2043
$798 ﹤0.01%
+85
2044
$795 ﹤0.01%
457
-557
2045
$756 ﹤0.01%
123
-163
2046
$679 ﹤0.01%
2,121
2047
$676 ﹤0.01%
+339
2048
$674 ﹤0.01%
301
-38
2049
$633 ﹤0.01%
+38
2050
$627 ﹤0.01%
26
+1
80 81
82
83 84