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
$45.7B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,228
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$157M
3
+$128M
4
AMGN icon
Amgen
AMGN
+$115M
5
GEV icon
GE Vernova
GEV
+$109M

Top Sells

1
+$152M
2
+$132M
3
+$114M
4
MS icon
Morgan Stanley
MS
+$108M
5
BCE icon
BCE
BCE
+$99.5M

Sector Composition

1 Technology 20.58%
2 Healthcare 15.8%
3 Financials 14.36%
4 Industrials 10.84%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$220 ﹤0.01%
4
2052
$174 ﹤0.01%
4
+1
2053
$167 ﹤0.01%
8
2054
$106 ﹤0.01%
4
-42
2055
$51 ﹤0.01%
4
+1
2056
$34 ﹤0.01%
4
+1
2057
$31 ﹤0.01%
4
+1
2058
$24 ﹤0.01%
2
2059
$19 ﹤0.01%
5
+2
2060
$18 ﹤0.01%
6
+2
2061
$14 ﹤0.01%
4
+1
2062
$12 ﹤0.01%
2
+1
2063
$9 ﹤0.01%
2
+1
2064
$8 ﹤0.01%
5
+2
2065
$5 ﹤0.01%
3
+1
2066
– –
0
2067
– –
-337,821
2068
– –
-116,667
2069
– –
-228
2070
– –
-16,000
2071
– –
-332
2072
– –
-4,192
2073
– –
-38,300
2074
– –
-133
2075
– –
-9
81 82
83
84 85