FH

Federated Hermes SDG Engagement Equity Fund | FHESX

Mutual Fund
Federated Hermes Adviser Series
Last update 2025-06-27 52 Stocks (1 new)
Value $91.00 Mil Turnover 7 %
Countries:
Top Holdings: TSE:8279(3.56%)ATR(3.17%)WTFC(3.09%)RGA(3.05%)PTC(2.96%)
Summary Stock Picks Current Portfolio
Federated Hermes SDG Engagemen... 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
TSE:8279
Yaoko Co Ltd
48,382
3,240.3
-1.74%
3.560
-0.05%
0.120
+0.60%
+5.95%
404,927.3
Retail - Defensive
ATR
AptarGroup Inc
19,205
2,879.8
+4.40%
3.170
+0.13%
0.030
+9.52%
+3.51%
10,676.1
Medical Devices & Instruments
WTFC
Wintrust Financial Corp
25,299
2,812.5
+4.40%
3.090
+0.13%
0.040
+26.36%
+9.53%
9,068.1
Banks
RGA
Reinsurance Group of America Inc
14,823
2,776.5
+4.40%
3.050
+0.13%
0.020
+4.49%
-7.08%
13,003.7
Insurance
PTC
PTC Inc
17,382
2,693.7
+4.40%
2.960
+0.12%
0.010
+36.33%
+9.51%
24,152.7
Software
STE
Steris PLC
11,938
2,682.9
+2.69%
2.950
+0.08%
0.010
+0.95%
+10.23%
22,179.7
Medical Devices & Instruments
EFX
Equifax Inc
9,687
2,519.9
+4.41%
2.770
+0.12%
0.010
-1.20%
-3.19%
30,289.3
Business Services
RPM
RPM International Inc
22,935
2,448.3
+4.40%
2.690
+0.11%
0.020
+9.31%
-6.97%
14,505.3
Chemicals
BAP
Credicorp Ltd
11,690
2,363.6
+0.30%
2.600
+0.01%
0.010
+30.02%
+36.56%
18,809.8
Banks
MIL:TGYM
Technogym SpA
166,384
2,241.0
-11.65%
2.460
-0.25%
0.080
+19.40%
+27.17%
2,481.6
Travel & Leisure

Federated Hermes SDG Engagement Equity Fund's Historical Top Holdings Breakdowns

Federated Hermes SDG Engagement Equity 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
ROIC Unlock Delisted
Retail Opportunity Investments Corp
2025-04-30
Sold Out
Sold Out
-2.06%
●
17.46 ($17.48) 17.5
$17.49
0.06%
Sold Out
0
-120,325
TYL
Tyler Technologies Inc
2025-04-30
New Buy
New Buy
+1.55%
●
521.68 ($584.12) 646.74
$560.62
-4.02%
New holding
2,592
2,592
SGX:ME8U
Mapletree Industrial Trust
2025-04-30
Sold Out
Sold Out
-1.34%
●
1.84 (S$2.04) 2.13
S$2.06
0.98%
Sold Out
0
-885,579
COO
The Cooper Companies Inc
2025-04-30
Sold Out
Sold Out
-1.02%
●
71.5 ($84.59) 96.67
$73.38
-13.25%
Sold Out
0
-10,790
XPAR:SOI
Soitec SA
2025-04-30
Sold Out
Sold Out
-0.88%
●
40.93 (€55.65) 84.8
€44.82
-19.46%
Sold Out
0
-10,383
NSE:VBL
Varun Beverages Ltd
2025-04-30
Reduce
Reduce
-0.68%
●
436.05 (₹520.33) 586.55
₹487.75
-6.26%
Reduce -32.55%
232,257
-112,058
LKQ
LKQ Corp
2025-04-30
Reduce
Reduce
-0.51%
●
36.78 ($40.6) 44.05
$38.61
-4.90%
Reduce -30.28%
32,238
-13,999
WST
West Pharmaceutical Services Inc
2025-04-30
Add
Add
+0.51%
●
190.39 ($234.35) 341.55
$227.31
-3.00%
Add 42.36%
7,420
2,208
GTLS
Chart Industries Inc
2025-04-30
Add
Add
+0.47%
●
115.08 ($158.29) 213.52
$171.63
8.43%
Add 26.36%
15,188
3,168
XMAD:MRL
Merlin Properties SOCIMI SA
2025-04-30
Add
Add
+0.45%
●
8.61 (€10.04) 11.18
€11.69
16.43%
Add 37.57%
130,626
35,676

Federated Hermes SDG Engagement Equity Fund Total Holding History ($B)

To

Federated Hermes SDG Engagement Equity Fund's Asset Allocation

To

Federated Hermes SDG Engagement Equity Fund Past Portfolios

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

Top Ranked Articles

  • 1

Federated Hermes SDG Engagement Equity Fund's Hypothetical Growth since 2025-04-30

Federated Hermes SDG Engagement Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Federated Hermes SDG Engagement Equity Fund's Holdings Heat Map

Size field:

Federated Hermes SDG Engagement Equity Fund's Holdings Bubble Chart

Federated Hermes SDG Engagement Equity Fund News

  • 1

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