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Federated Hermes Portfolio holdings
AUM
$69.6B
1-Year Est. Return
42.52%
This Fund
S&P 500
This Quarter
Est. Return
+13.69%
1 Year Est. Return
+42.52%
3 Year Est. Return
+132.48%
5 Year Est. Return
+152.58%
10 Year Est. Return
+652.43%
AUM
$53.1B
AUM Growth
+$6.76B
(+15%)
Cap. Flow
+$2.33B
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
14.65%
Holding
2,220
New
169
Increased
729
Reduced
1,033
Closed
165
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zscaler
ZS
|
+$222M |
| 2 |
Palantir
PLTR
|
+$221M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
| 4 |
FirstEnergy
FE
|
+$189M |
| 5 |
Broadcom
AVGO
|
+$174M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$383M |
| 2 |
Philip Morris
PM
|
+$280M |
| 3 |
Entergy
ETR
|
+$207M |
| 4 |
Paychex
PAYX
|
+$206M |
| 5 |
Gilead Sciences
GILD
|
+$201M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.81% |
| 2 | Healthcare | 14.57% |
| 3 | Financials | 13.43% |
| 4 | Industrials | 10.29% |
| 5 | Consumer Discretionary | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Gartner
IT
$12.4B
| $59.6M | 0.11% |
147,543
-50,020
| -25% | -$20.9M |
|
227
Applied Industrial Technologies
AIT
$12.4B
| $59.5M | 0.11% |
256,070
+5,310
| +2% | +$1.21M |
|
228
WEX
WEX
$6.8B
| $59.1M | 0.11% |
402,123
+25,047
| +7% | +$3.36M |
|
229
Wheaton Precious Metals
WPM
$71.7B
| $59M | 0.11% |
657,188
-262,636
| -29% | -$22.1M |
|
230
MoonLake Immunotherapeutics
MLTX
$1.33B
| $58.9M | 0.11% |
1,248,573
-20,778
| -2% | -$846K |
|
231
Alexandria Real Estate Equities
ARE
$9B
| $58.9M | 0.11% |
810,346
-104,678
| -11% | -$7.78M |
|
232
EPAM Systems
EPAM
$5.84B
| $58.8M | 0.11% |
332,381
+248,006
| +294% | +$41.5M |
|
233
NextEra Energy
NEE
$174B
| $58.7M | 0.11% |
845,761
-9,414
| -1% | -$654K |
|
234
Enphase Energy
ENPH
$5.08B
| $58.6M | 0.11% |
1,477,751
+1,072,602
| +265% | +$49.5M |
|
|
GTLS
235
DELISTED
Chart Industries
GTLS
| $58.1M | 0.11% |
352,720
-91,693
| -21% | -$13.5M |
|
236
RPM International
RPM
$13.5B
| $58M | 0.11% |
528,220
-200,952
| -28% | -$22.1M |
|
237
Equifax
EFX
$22.4B
| $57.9M | 0.11% |
223,149
-69,000
| -24% | -$17.6M |
|
238
Royal Caribbean
RCL
$76.2B
| $57.3M | 0.11% |
183,142
+512
| +0.3% | +$122K |
|
239
KLA
KLAC
$238B
| $56.8M | 0.11% |
634,450
-73,210
| -10% | -$5.51M |
|
240
WIX.com
WIX
$3.6B
| $56.3M | 0.11% |
355,573
+117,014
| +49% | +$18.8M |
|
241
PTC
PTC
$17.2B
| $56.3M | 0.11% |
326,632
-127,570
| -28% | -$20.6M |
|
242
SentinelOne
S
$7.84B
| $55.9M | 0.11% |
3,059,241
-485,097
| -14% | -$8.87M |
|
243
Core & Main
CNM
$8.18B
| $55.8M | 0.11% |
924,820
-208,471
| -18% | -$11.2M |
|
244
CRH
CRH
$63.5B
| $55.7M | 0.1% |
607,032
-412,546
| -40% | -$37.6M |
|
245
Clorox
CLX
$12.6B
| $55.3M | 0.1% |
460,646
+120,845
| +36% | +$16.1M |
|
246
Goldman Sachs
GS
$303B
| $55.2M | 0.1% |
77,944
-4,738
| -6% | -$2.75M |
|
247
Dynatrace
DT
$15.5B
| $54.9M | 0.1% |
994,825
+349,397
| +54% | +$17.5M |
|
248
Lennox International
LII
$13.5B
| $54.8M | 0.1% |
95,592
+19,545
| +26% | +$10.9M |
|
249
Newmont
NEM
$140B
| $54.6M | 0.1% |
938,023
+657,328
| +234% | +$35.1M |
|
250
Assurant
AIZ
$14.1B
| $54M | 0.1% |
273,391
-59,755
| -18% | -$11.7M |
|
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Federated Hermes's Q2 2025 Portfolio in Review
As of Q2 2025, Federated Hermes held 2,220 positions worth $53.1B, up 15% from $46.4B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Federated Hermes deployed $2.33B of net new capital in Q2 2025, opening 169 new positions and adding to 729 existing holdings. Its largest new stake was Genuine Parts: 882,160 shares worth $107M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 20% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $383M trimmed.
- Federated Hermes's largest Q2 2025 buy was Genuine Parts: 882,160 shares worth $107M.
- Federated Hermes added most to Zscaler in Q2 2025, an estimated $222M increase.
- Federated Hermes's biggest Q2 2025 reduction was Bristol-Myers Squibb, cutting an estimated $383M.
- Federated Hermes fully exited Regulus Therapeutics in Q2 2025, selling an estimated $39.2M.
- Federated Hermes's ten largest holdings make up 15% of its $53.1B portfolio in Q2 2025.
- Federated Hermes opened 169 new positions and closed 165 in Q2 2025.
- Federated Hermes's portfolio value rose 15% quarter-over-quarter to $53.1B.
Based on Federated Hermes's 13F filing for Q2 2025, filed 13 Aug 2025.