FH

Federated Hermes Muni and Stock Advantage Fund | FMUAX

Mutual Fund
Federated Hermes Muni and Stock Advantage Fund
Last update 2025-06-27 102 Stocks (9 new)
Value $585.00 Mil Turnover 8 %
Countries:
Top Holdings: AAPL(4.53%)MSFT(4.52%)GOOGL(3.34%)JPM(3.10%)AVGO(2.80%)
Summary Stock Picks Current Portfolio
Federated Hermes Muni and Stoc... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
124,658
26,489.8
0%
4.530
0%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
66,924
26,452.4
0%
4.520
0%
0.000
+38.94%
+21.47%
3,790,969.0
Software
GOOGL
Alphabet Inc
123,211
19,565.9
0%
3.340
0%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
JPM
JPMorgan Chase & Co
74,161
18,141.3
0%
3.100
0%
0.000
+26.17%
+23.48%
800,897.6
Banks
AVGO
Broadcom Inc
85,230
16,404.2
0%
2.800
0%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
LLY
Eli Lilly and Co
17,055
15,331.6
0%
2.620
0%
0.000
-7.94%
+0.34%
692,791.6
Drug Manufacturers
AMZN
Amazon.com Inc
81,454
15,021.8
0%
2.570
0%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
CNP
CenterPoint Energy Inc
386,042
14,970.7
0%
2.560
0%
0.060
+0.82%
+18.84%
24,307.6
Utilities - Regulated
WMT
Walmart Inc
118,767
11,550.1
0%
1.970
0%
0.000
+2.21%
+5.75%
758,538.7
Retail - Defensive
KO
Coca-Cola Co
147,227
10,681.3
-7.41%
1.830
-0.11%
0.000
-3.63%
+13.82%
300,653.0
Beverages - Non-Alcoholic

Federated Hermes Muni and Stock Advantage Fund's Historical Top Holdings Breakdowns

Federated Hermes Muni and Stock Advantage Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FHN
First Horizon Corp
2025-04-30
Sold Out
Sold Out
-1.67%
●
16.21 ($19.43) 22.43
$22.36
15.08%
Sold Out
0
-495,373
GS
The Goldman Sachs Group Inc
2025-04-30
Reduce
Reduce
-1.26%
●
462.22 ($570.89) 672.19
$708.26
24.06%
Reduce -79.82%
3,242
-12,827
ETN
Eaton Corp PLC
2025-04-30
New Buy
New Buy
+0.94%
●
246.52 ($289.09) 326.44
$378.62
30.97%
New holding
18,648
18,648
RRX
Regal Rexnord Corp
2025-04-30
Sold Out
Sold Out
-0.75%
●
94.06 ($120.62) 158.73
$152.25
26.22%
Sold Out
0
-30,715
BDX
Becton Dickinson & Co
2025-04-30
Add
Add
+0.63%
●
196.61 ($221.49) 247.61
$178.85
-19.25%
Add 288.24%
24,059
17,862
ACN
Accenture PLC
2025-04-30
Sold Out
Sold Out
-0.56%
●
279.23 ($330.62) 398.25
$282.44
-14.57%
Sold Out
0
-9,399
IBM
International Business Machines Corp
International Business Machines Corp
2025-04-30
Reduce
Reduce
-0.54%
●
221.03 ($248.13) 264.74
$285.87
15.21%
Reduce -25.88%
39,365
-13,747
MRK
Merck & Co Inc
2025-04-30
Reduce
Reduce
-0.53%
●
76.46 ($87.6) 99.79
$79.96
-8.72%
Reduce -47.09%
39,185
-34,869
SCHW
Charles Schwab Corp
2025-04-30
New Buy
New Buy
+0.51%
●
69.06 ($78.16) 83.64
$95.80
22.57%
New holding
36,588
36,588
AVTR
Avantor Inc
2025-04-30
Sold Out
Sold Out
-0.50%
●
12.49 ($16.63) 22.28
$13.29
-20.08%
Sold Out
0
-145,870

Federated Hermes Muni and Stock Advantage Fund Total Holding History ($B)

To

Federated Hermes Muni and Stock Advantage Fund's Asset Allocation

To

Federated Hermes Muni and Stock Advantage Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Federated Hermes Muni and Stock Advantage Fund's Hypothetical Growth since 2025-04-30

Federated Hermes Muni and Stock Advantage Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Federated Hermes Muni and Stock Advantage Fund's Holdings Heat Map

Size field:

Federated Hermes Muni and Stock Advantage Fund's Holdings Bubble Chart

Federated Hermes Muni and Stock Advantage Fund News

  • 1

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