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
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2227
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2228
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-67,568
2229
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-3,887
2230
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2231
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-167
2232
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-6,600
2233
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-3,143
2234
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-130
2235
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-781
2236
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-68,000
2237
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-1,357
2238
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-710,582
2239
– –
-78,500
2240
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-23
2241
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2242
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-376,000
2243
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-1,500
2244
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2245
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-11,050
2246
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-1,072
2247
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2248
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-31
2249
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-201
2250
– –
-11,124
87 88 89
90
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