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
2076
$1K ﹤0.01%
17
-9,168
2077
$1K ﹤0.01%
43
2078
$1K ﹤0.01%
+9
2079
– –
-6,264
2080
– –
-104
2081
– –
-713
2082
– –
-1,047
2083
– –
-586
2084
– –
-7,365
2085
– –
-20,000
2086
– –
-101
2087
– –
-2
2088
– –
-217
2089
– –
-18,394
2090
– –
-78
2091
– –
-20,039
2092
– –
-260
2093
– –
-4,509
2094
– –
-25,000
2095
– –
-5
2096
– –
-20,113
2097
– –
-118,512
2098
– –
-214
2099
– –
-17,769
2100
– –
-97,536
82 83
84
85 86