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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
KIM icon
51
Kimco Realty
KIM
$17.6B
$233M 0.41%
10,649,864
+2,280,090
+27% +$49.6M
GE icon
52
GE Aerospace
GE
$367B
$231M 0.41%
767,107
-5,101
-0.7% -$1.39M
DXCM icon
53
DexCom
DXCM
$29.2B
$230M 0.41%
3,420,262
-212,877
-6% -$16.8M
NGG icon
54
National Grid
NGG
$79.6B
$230M 0.41%
3,204,836
-41,107
-1% -$2.88M
TTE icon
55
TotalEnergies
TTE
$193B
$229M 0.4%
3,842,244
+260,117
+7% +$16M
TER icon
56
Teradyne
TER
$52.4B
$227M 0.4%
1,649,091
-2,135,976
-56% -$233M
TT icon
57
Trane Technologies
TT
$99.4B
$227M 0.4%
537,302
-116,663
-18% -$49.9M
FIVE icon
58
Five Below
FIVE
$11.8B
$226M 0.4%
1,462,632
-34,320
-2% -$4.86M
DASH icon
59
DoorDash
DASH
$85.3B
$217M 0.38%
798,250
-155,252
-16% -$38.9M
PODD icon
60
Insulet
PODD
$11.7B
$216M 0.38%
700,624
-22,739
-3% -$7.12M
QCOM icon
61
Qualcomm
QCOM
$169B
$216M 0.38%
1,299,407
-198,204
-13% -$31.4M
RCL icon
62
Royal Caribbean
RCL
$86.4B
$214M 0.38%
661,025
+477,883
+261% +$160M
SHOP icon
63
Shopify
SHOP
$170B
$212M 0.37%
1,425,096
-18,409
-1% -$2.5M
NFLX icon
64
Netflix
NFLX
$305B
$211M 0.37%
1,761,060
+63,470
+4% +$7.75M
HWM icon
65
Howmet Aerospace
HWM
$111B
$211M 0.37%
1,073,305
+627,397
+141% +$114M
TRV icon
66
Travelers Companies
TRV
$82.1B
$209M 0.37%
749,895
-56,640
-7% -$15.2M
VEEV icon
67
Veeva Systems
VEEV
$33.7B
$204M 0.36%
685,261
+244,419
+55% +$68.8M
BTI icon
68
British American Tobacco
BTI
$136B
$201M 0.35%
3,779,137
+303,136
+9% +$16.5M
RBRK icon
69
Rubrik
RBRK
$14.9B
$201M 0.35%
2,437,768
+1,229,476
+102% +$106M
CE icon
70
Celanese
CE
$4.77B
$193M 0.34%
4,596,129
-485,329
-10% -$24.2M
EME icon
71
Emcor
EME
$30.2B
$193M 0.34%
296,777
-25,660
-8% -$15.6M
LNG icon
72
Cheniere Energy
LNG
$54.1B
$188M 0.33%
800,449
-18,599
-2% -$4.37M
VST icon
73
Vistra
VST
$48.4B
$188M 0.33%
957,040
+85,520
+10% +$16.9M
SO icon
74
Southern Company
SO
$109B
$186M 0.33%
1,958,098
-385,498
-16% -$36M
NET icon
75
Cloudflare
NET
$95.7B
$185M 0.33%
862,009
+334,875
+64% +$68.4M
1 2
3
4 5

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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.