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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 | |
|---|---|---|---|---|---|---|
351
Lyft
LYFT
$6.57B
| $30.2M | 0.06% |
1,919,086
+363,203
| +23% | +$5.09M |
|
352
Welltower
WELL
$173B
| $30.2M | 0.06% |
196,453
+129,521
| +194% | +$19.4M |
|
353
SSR Mining
SSRM
$7.95B
| $30.1M | 0.06% |
2,358,851
-724,628
| -24% | -$8.17M |
|
354
Airbnb
ABNB
$109B
| $29.9M | 0.06% |
225,875
+15,446
| +7% | +$1.96M |
|
355
Inspire Medical Systems
INSP
$1.76B
| $29.6M | 0.06% |
228,332
+2
| +0% | +$290 |
|
356
TD Synnex
SNX
$20.8B
| $29.2M | 0.06% |
215,390
+3,736
| +2% | +$439K |
|
357
SBA Communications
SBAC
$19.8B
| $28.5M | 0.05% |
121,391
+1,269
| +1% | +$290K |
|
358
Pinnacle West Capital
PNW
$11.9B
| $28.4M | 0.05% |
317,522
-5,182
| -2% | -$474K |
|
359
Danaher
DHR
$152B
| $28.4M | 0.05% |
143,628
-64,794
| -31% | -$12.6M |
|
360
Skyward Specialty Insurance
SKWD
$2.34B
| $28.3M | 0.05% |
490,526
+25,711
| +6% | +$1.48M |
|
361
Tidewater
TDW
$4.63B
| $28.2M | 0.05% |
+611,297
| New | +$24.8M |
|
362
Lazard
LAZ
$4.21B
| $28.1M | 0.05% |
584,912
-61,970
| -10% | -$2.59M |
|
363
KKR & Co
KKR
$98.1B
| $28M | 0.05% |
210,678
-74,438
| -26% | -$8.71M |
|
364
Bentley Systems
BSY
$11.4B
| $28M | 0.05% |
519,005
+113,300
| +28% | +$5.24M |
|
365
TripAdvisor
TRIP
$1.15B
| $27.9M | 0.05% |
2,137,374
+1,687,816
| +375% | +$22.6M |
|
366
Fluor
FLR
$7.24B
| $27.6M | 0.05% |
537,504
+65,850
| +14% | +$2.63M |
|
367
Primoris Services
PRIM
$4.15B
| $27.1M | 0.05% |
347,785
+18,951
| +6% | +$1.28M |
|
368
Popular Inc
BPOP
$10.8B
| $26.8M | 0.05% |
243,418
+3,347
| +1% | +$331K |
|
|
CHYM
369
Chime Financial
CHYM
$12.6B
| $26.8M | 0.05% |
+777,107
| New | +$25.6M |
|
370
Edison International
EIX
$28.4B
| $26.5M | 0.05% |
513,462
+278,569
| +119% | +$15.3M |
|
371
ESCO Technologies
ESE
$7.29B
| $26.3M | 0.05% |
136,904
-17,418
| -11% | -$2.98M |
|
372
iShares MBS ETF
MBB
$39.2B
| $26.2M | 0.05% |
278,570
+53,600
| +24% | +$4.97M |
|
373
American Healthcare REIT
AHR
$12.3B
| $26M | 0.05% |
707,237
+43,437
| +7% | +$1.44M |
|
374
Aaon
AAON
$6.44B
| $25.9M | 0.05% |
351,643
-38,989
| -10% | -$3.42M |
|
375
Lamar Advertising Co
LAMR
$15.3B
| $25.9M | 0.05% |
213,212
-10,877
| -5% | -$1.26M |
|
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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.