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
2176
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2177
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-3
2178
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2179
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-6
2180
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2181
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2182
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-121,674
2183
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-807
2184
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-36,602
2185
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-9,736
2186
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-13
2187
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-383
2188
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-4,000
2189
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-25,420
2190
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2191
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2192
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-39
2193
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2194
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2195
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2196
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-556
2197
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-426,367
2198
– –
-28,000
2199
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2200
– –
-400,000
86 87
88
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