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
$46.4B
AUM Growth
+$701M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1 +$197M
2 +$179M
3 +$156M
4
TER icon
Teradyne
TER
+$154M
5
XOM icon
Exxon Mobil
XOM
+$153M

Top Sells

1 +$163M
2 +$130M
3 +$108M
4
GDDY icon
GoDaddy
GDDY
+$94.2M
5
VRT icon
Vertiv
VRT
+$80M

Sector Composition

1 Technology 19.5%
2 Healthcare 16.86%
3 Financials 13.55%
4 Consumer Discretionary 9.43%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$465 ﹤0.01%
+294
2027
$461 ﹤0.01%
+18
2028
$431 ﹤0.01%
+306
2029
$399 ﹤0.01%
265
-99,547
2030
$359 ﹤0.01%
+17
2031
$340 ﹤0.01%
+64
2032
$305 ﹤0.01%
+41
2033
$256 ﹤0.01%
77
-255
2034
$250 ﹤0.01%
3
-3
2035
$245 ﹤0.01%
95
-107
2036
$238 ﹤0.01%
1,045
-2,149
2037
$237 ﹤0.01%
83
-18
2038
$201 ﹤0.01%
+10
2039
$191 ﹤0.01%
3
2040
$178 ﹤0.01%
15
-22,625
2041
$168 ﹤0.01%
+48
2042
$150 ﹤0.01%
8
2043
$144 ﹤0.01%
152
-176
2044
$15 ﹤0.01%
2
-2
2045
$12 ﹤0.01%
2
-2
2046
$12 ﹤0.01%
3
-2
2047
$7 ﹤0.01%
2
-2
2048
$2 ﹤0.01%
2
-1
2049
0
2050
-6,146