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
$40.3B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,281
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$134M
3
+$116M
4
SWK icon
Stanley Black & Decker
SWK
+$115M
5
PFE icon
Pfizer
PFE
+$88M

Top Sells

1
+$226M
2
+$181M
3
+$158M
4
DRI icon
Darden Restaurants
DRI
+$133M
5
KEY icon
KeyCorp
KEY
+$128M

Sector Composition

1 Healthcare 20.21%
2 Technology 14.45%
3 Financials 10.84%
4 Industrials 8.95%
5 Consumer Discretionary 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$746 ﹤0.01%
829
-3,246
2027
$734 ﹤0.01%
208
-732
2028
$734 ﹤0.01%
+2,085
2029
$713 ﹤0.01%
+145
2030
$697 ﹤0.01%
32
2031
$690 ﹤0.01%
+284
2032
$688 ﹤0.01%
+314
2033
$683 ﹤0.01%
117
+55
2034
$640 ﹤0.01%
11
-4,707
2035
$623 ﹤0.01%
71
-135
2036
$618 ﹤0.01%
332
2037
$587 ﹤0.01%
5
2038
$584 ﹤0.01%
81
-170
2039
$579 ﹤0.01%
6
2040
$576 ﹤0.01%
+73
2041
$566 ﹤0.01%
+143
2042
$560 ﹤0.01%
55
-206
2043
$557 ﹤0.01%
+71
2044
$541 ﹤0.01%
208
2045
$521 ﹤0.01%
127
2046
$495 ﹤0.01%
+91
2047
$493 ﹤0.01%
1,911
-210
2048
$487 ﹤0.01%
5
2049
$481 ﹤0.01%
164
-66
2050
$474 ﹤0.01%
152
-242
80 81
82
83 84