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Federated Hermes

Federated Hermes Portfolio holdings

AUM $61.5B
1-Year Est. Return 30.7%
This Fund
S&P 500
This Quarter Est. Return
+9.79%
1 Year Est. Return
+30.7%
3 Year Est. Return
+96.89%
5 Year Est. Return
+121.97%
10 Year Est. Return
+542.41%
AUM
$56.6B
AUM Growth
+$3.52B
Cap. Flow
+$342M
Cap. Flow %
0.6%
Top 10 Hldgs %
16.17%
Holding
2,267
New
215
Increased
820
Reduced
965
Closed
154

Top Buys

Rank Stock Value
1
VIK icon
Viking Holdings
VIK
+$400M
2
ADBE icon
Adobe
ADBE
+$209M
3
FLUT icon
Flutter Entertainment
FLUT
+$196M
4
AMCR icon
Amcor
AMCR
+$180M
5
RCL icon
Royal Caribbean
RCL
+$160M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$536M
2
TER icon
Teradyne
TER
+$233M
3
MS icon
Morgan Stanley
MS
+$201M
4
SPOT icon
Spotify
SPOT
+$190M
5
APP icon
Applovin
APP
+$185M

Sector Composition

Rank Sector Weight
1 Technology 22.43%
2 Healthcare 14.79%
3 Financials 13.28%
4 Consumer Discretionary 11.27%
5 Industrials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW
251
Charles Schwab
SCHW
$182B
$55.2M 0.1%
578,318
+396,525
+218% +$37.6M
WPM icon
252
Wheaton Precious Metals
WPM
$49.7B
$55M 0.1%
492,015
-165,173
-25% -$16.1M
TRGP icon
253
Targa Resources
TRGP
$56.8B
$54.9M 0.1%
327,715
-382,772
-54% -$63.8M
EFX icon
254
Equifax
EFX
$22B
$54.7M 0.1%
213,273
-9,876
-4% -$2.48M
POWL icon
255
Powell Industries
POWL
$6.79B
$54.6M 0.1%
537,057
+80,703
+18% +$6.84M
ALAB icon
256
Astera Labs
ALAB
$42.8B
$54.5M 0.1%
278,305
+133,305
+92% +$21.9M
RHP icon
257
Ryman Hospitality Properties
RHP
$8.56B
$54.2M 0.1%
605,460
-45,117
-7% -$4.41M
ZTS icon
258
Zoetis
ZTS
$32.7B
$54.2M 0.1%
370,582
-28,590
-7% -$4.32M
AMD icon
259
Advanced Micro Devices
AMD
$700B
$54.2M 0.1%
334,790
+180,990
+118% +$29.2M
ACGL icon
260
Arch Capital
ACGL
$36.5B
$53.9M 0.1%
594,408
-382,521
-39% -$34.3M
EBAY icon
261
eBay
EBAY
$51.2B
$53.7M 0.09%
590,699
-99,861
-14% -$8.83M
DUOL icon
262
Duolingo
DUOL
$6.53B
$53.4M 0.09%
165,839
-174,605
-51% -$58.4M
FDX icon
263
FedEx
FDX
$73B
$53.2M 0.09%
225,628
+38,640
+21% +$8.91M
LII icon
264
Lennox International
LII
$15B
$52.8M 0.09%
99,695
+4,103
+4% +$2.4M
BC icon
265
Brunswick
BC
$5.23B
$52.1M 0.09%
824,181
+170,030
+26% +$10.5M
SHW icon
266
Sherwin-Williams
SHW
$84.8B
$51.9M 0.09%
149,958
-42,248
-22% -$14.9M
SSD icon
267
Simpson Manufacturing
SSD
$7.79B
$51.9M 0.09%
310,027
+4,290
+1% +$768K
ENTG icon
268
Entegris
ENTG
$16.3B
$51.2M 0.09%
553,954
+536,293
+3,037% +$45.6M
SYF icon
269
Synchrony
SYF
$24.4B
$51.2M 0.09%
720,016
+198,991
+38% +$14.4M
T icon
270
AT&T
T
$164B
$50.8M 0.09%
1,797,672
-5,807,592
-76% -$165M
CNM icon
271
Core & Main
CNM
$7.93B
$50.6M 0.09%
940,378
+15,558
+2% +$942K
W icon
272
Wayfair
W
$11.8B
$50.6M 0.09%
+565,911
New +$41.5M
ACN icon
273
Accenture
ACN
$106B
$50.5M 0.09%
204,955
+183,491
+855% +$47.8M
FCSH icon
274
Federated Hermes Short Duration Corporate ETF
FCSH
$64.9M
$50.4M 0.09%
+2,065,689
New +$50.4M
ITW icon
275
Illinois Tool Works
ITW
$84.1B
$49.9M 0.09%
191,511
-20,665
-10% -$5.38M
9 10
11
12 13

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Federated Hermes's Q3 2025 Portfolio in Review

As of Q3 2025, Federated Hermes held 2,267 positions worth $56.6B, up 6.6% from $53.1B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Federated Hermes's Q3 2025 filing shows 215 new, 820 increased, 965 reduced and 154 closed positions. Its largest new stake was Flutter Entertainment: 668,414 shares worth $170M. The largest sale was Palantir, an estimated $536M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Healthcare and Financials.

  • Federated Hermes's largest Q3 2025 buy was Flutter Entertainment: 668,414 shares worth $170M.
  • Federated Hermes added most to Viking Holdings in Q3 2025, an estimated $400M increase.
  • Federated Hermes's biggest Q3 2025 reduction was Palantir, cutting an estimated $536M.
  • Federated Hermes fully exited Verona Pharma in Q3 2025, selling an estimated $108M.
  • Federated Hermes's ten largest holdings make up 16% of its $56.6B portfolio in Q3 2025.
  • Federated Hermes opened 215 new positions and closed 154 in Q3 2025.
  • Federated Hermes's portfolio value rose 6.6% quarter-over-quarter to $56.6B.

Based on Federated Hermes's 13F filing for Q3 2025, filed 3 Nov 2025.