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
$32.2B
AUM Growth
+$705M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,287
New
Increased
Reduced
Closed

Top Buys

1 +$620M
2 +$217M
3 +$162M
4
D icon
Dominion Energy
D
+$112M
5
DUK icon
Duke Energy
DUK
+$92.7M

Top Sells

1 +$345M
2 +$198M
3 +$156M
4
RAI
Reynolds American Inc
RAI
+$132M
5
MCD icon
McDonald's
MCD
+$123M

Sector Composition

1 Consumer Staples 18.77%
2 Healthcare 15.57%
3 Utilities 10%
4 Communication Services 9.36%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
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2253
-12,865
2254
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2255
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2256
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2257
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2258
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2260
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2261
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2262
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2263
-5
2264
-23,161
2265
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2266
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2267
-96,252
2268
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2269
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2270
-3,969
2271
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2272
-239,370
2273
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2274
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2275
-62