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Federated Hermes

Federated Hermes Portfolio holdings

AUM $69.6B
1-Year Est. Return 42.52%
This Fund
S&P 500
This Quarter Est. Return
+9.79%
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
$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 11.24%
5 Industrials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPC icon
401
Marathon Petroleum
MPC
$115B
$23.7M 0.04%
122,954
-23,039
-16% -$4.05M
APH icon
402
Amphenol
APH
$191B
$23.6M 0.04%
381,196
+372,220
+4,147% +$20.4M
SBAC icon
403
SBA Communications
SBAC
$19.5B
$23.6M 0.04%
121,841
+450
+0.4% +$97.4K
SKWD icon
404
Skyward Specialty Insurance
SKWD
$2.56B
$23.3M 0.04%
490,021
-505
-0.1% -$25.3K
LUMN icon
405
Lumen
LUMN
$7.1B
$23.3M 0.04%
3,799,778
+613,216
+19% +$2.94M
KKR icon
406
KKR & Co
KKR
$90B
$23.2M 0.04%
178,803
-31,875
-15% -$4.52M
TDW icon
407
Tidewater
TDW
$4.49B
$23M 0.04%
431,650
-179,647
-29% -$9.85M
BRZE icon
408
Braze
BRZE
$2.9B
$22.8M 0.04%
803,342
+17
+0% +$482
BBIO icon
409
BridgeBio Pharma
BBIO
$13.5B
$22.1M 0.04%
424,695
+147,108
+53% +$7.17M
BAP icon
410
Credicorp
BAP
$29.4B
$21.8M 0.04%
81,994
+4,800
+6% +$1.19M
COP icon
411
ConocoPhillips
COP
$169B
$21.4M 0.04%
226,246
+68,581
+43% +$6.48M
IDCC icon
412
InterDigital
IDCC
$8.42B
$21.3M 0.04%
61,652
-2,382
-4% -$647K
ACLS icon
413
Axcelis
ACLS
$3.23B
$21.3M 0.04%
217,802
-3,362
-2% -$271K
PVLA
414
Palvella Therapeutics
PVLA
$2.19B
$21.3M 0.04%
+339,047
New +$15.1M
REZI icon
415
Resideo Technologies
REZI
$2.83B
$21M 0.04%
486,126
-55,206
-10% -$1.72M
EXC icon
416
Exelon
EXC
$43.6B
$20.9M 0.04%
464,355
+17,255
+4% +$758K
ZM icon
417
Zoom
ZM
$27.2B
$20.8M 0.04%
252,607
+29,681
+13% +$2.32M
KD icon
418
Kyndryl
KD
$2.88B
$20.8M 0.04%
691,496
+636,925
+1,167% +$21.9M
BKU icon
419
Bankunited
BKU
$3.18B
$20.7M 0.04%
543,018
+5,349
+1% +$203K
MCK icon
420
McKesson
MCK
$105B
$20.6M 0.04%
26,674
-1,540
-5% -$1.08M
SRLN icon
421
State Street Blackstone Senior Loan ETF
SRLN
$5.59B
$20.5M 0.04%
493,150
– –
BKLN icon
422
Invesco Senior Loan ETF
BKLN
$6.78B
$20.4M 0.04%
976,245
– –
SPXC icon
423
SPX Corp
SPXC
$8.89B
$20.4M 0.04%
109,391
+34
+0% +$6.28K
FIVN icon
424
FIVE9
FIVN
$2.5B
$20.4M 0.04%
843,759
+13,529
+2% +$358K
REVG
425
DELISTED
REV Group
REVG
$20.4M 0.04%
359,770
-65,233
-15% -$3.46M
15 16
17
18 19

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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.