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Federated Hermes

Federated Hermes Portfolio holdings

AUM $61.5B
1-Year Est. Return 30.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.72%
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
2201
– –
-31
2202
– –
-201
2203
– –
-11,124
2204
– –
-6
2205
– –
-83
2206
– –
-1,005
2207
– –
-357
2208
– –
-497
2209
– –
-1,944
2210
– –
-20,000
2211
– –
-3
2212
– –
-12,183
2213
– –
-85
2214
– –
-154
2215
– –
-1,724
2216
– –
-209,080
2217
– –
-1,803
2218
– –
-140
2219
– –
-210
2220
– –
-163
2221
– –
-706,700
2222
– –
-6,797
2223
– –
-786
2224
– –
-611
2225
– –
-6,264
87 88
89
90 91