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
2226
-781
2227
-68,000
2228
-1,357
2229
-710,582
2230
-78,500
2231
-23
2232
-277
2233
-376,000
2234
-1,500
2235
-237
2236
-11,050
2237
-1,072
2238
-67
2239
-31
2240
-201
2241
-11,124
2242
-83
2243
-1,005
2244
-357
2245
-497
2246
-1,944
2247
-20,000
2248
-3
2249
-12,183
2250
-85