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
2251
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2252
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2254
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2255
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2257
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-20,000
2258
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-3
2259
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2260
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-85
2261
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-154
2262
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-1,724
2263
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-209,080
2264
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-5,700
2265
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-140
2266
– –
-50
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