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
$33.3B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,269
New
Increased
Reduced
Closed

Top Buys

1 +$270M
2 +$199M
3 +$168M
4
NVS icon
Novartis
NVS
+$134M
5
MCD icon
McDonald's
MCD
+$126M

Top Sells

1 +$645M
2 +$315M
3 +$213M
4
DXCM icon
DexCom
DXCM
+$170M
5
XOM icon
Exxon Mobil
XOM
+$107M

Sector Composition

1 Healthcare 15.33%
2 Consumer Staples 15.23%
3 Communication Services 10.5%
4 Utilities 9.97%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$1K ﹤0.01%
47
2052
$1K ﹤0.01%
253
2053
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52
2054
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1
-95
2055
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50
2056
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46
2057
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47
-694
2058
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+15
2059
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57
-10
2060
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173
-2,606
2061
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3
-10
2062
$1K ﹤0.01%
161
2063
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27
-58
2064
$1K ﹤0.01%
7
+5
2065
$1K ﹤0.01%
3
-1
2066
$1K ﹤0.01%
+48
2067
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2
+1
2068
$1K ﹤0.01%
+34
2069
$1K ﹤0.01%
45
-3,639
2070
$1K ﹤0.01%
2,851
2071
$1K ﹤0.01%
23
-25,685
2072
$1K ﹤0.01%
155
-75
2073
$1K ﹤0.01%
32
2074
$1K ﹤0.01%
112
2075
$1K ﹤0.01%
46