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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
+1.21%
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
$61.5B
AUM Growth
+$1.63B
Cap. Flow
+$3.27B
Cap. Flow %
5.33%
Top 10 Hldgs %
15.82%
Holding
2,192
New
128
Increased
942
Reduced
851
Closed
143

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$516M
2
AMT icon
American Tower
AMT
+$389M
3
PAYX icon
Paychex
PAYX
+$344M
4
UNH icon
UnitedHealth
UNH
+$305M
5
IT icon
Gartner
IT
+$304M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$475M
2
XOM icon
ExxonMobil
XOM
+$428M
3
AEP icon
American Electric Power
AEP
+$289M
4
GILD icon
Gilead Sciences
GILD
+$257M
5
AMGN icon
Amgen
AMGN
+$236M

Sector Composition

Rank Sector Weight
1 Technology 22.49%
2 Healthcare 14.06%
3 Industrials 11.95%
4 Financials 11.87%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPRE icon
726
Green Plains
GPRE
$1.15B
$7.25M 0.01%
440,859
+11,594
+3% +$157K
MCY icon
727
Mercury Insurance
MCY
$6B
$7.23M 0.01%
81,988
+4,085
+5% +$365K
HYG icon
728
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$7.21M 0.01%
90,591
+38,200
+73% +$3.07M
BOH icon
729
Bank of Hawaii
BOH
$3.14B
$7.2M 0.01%
97,034
-36
-0% -$2.68K
WK icon
730
Workiva
WK
$3.45B
$7.17M 0.01%
120,211
+88,487
+279% +$6.17M
NTST
731
NETSTREIT Corp
NTST
$2.13B
$7.17M 0.01%
380,649
+167,291
+78% +$3.22M
EFOR
732
Everforth Inc
EFOR
$960M
$7.09M 0.01%
183,284
-28,314
-13% -$1.26M
TAK icon
733
Takeda Pharmaceutical
TAK
$56.7B
$7.08M 0.01%
382,251
+5,388
+1% +$94.6K
RY icon
734
Royal Bank of Canada
RY
$287B
$7.06M 0.01%
43,617
-1,251
-3% -$209K
ECL icon
735
Ecolab
ECL
$79.8B
$7.05M 0.01%
26,501
+316
+1% +$89.2K
AMKR icon
736
Amkor Technology
AMKR
$10.6B
$7.05M 0.01%
156,526
+2,889
+2% +$138K
FC icon
737
Franklin Covey
FC
$239M
$6.95M 0.01%
440,126
+63,733
+17% +$1.05M
ALB icon
738
Albemarle
ALB
$13.4B
$6.91M 0.01%
38,470
+5,187
+16% +$886K
DKS icon
739
Dick's Sporting Goods
DKS
$18.4B
$6.9M 0.01%
34,822
-4,367
-11% -$886K
AVPT icon
740
AvePoint
AVPT
$2.76B
$6.89M 0.01%
724,409
-216,111
-23% -$2.43M
WU icon
741
Western Union
WU
$2.53B
$6.74M 0.01%
772,473
+59,107
+8% +$560K
SAIA icon
742
Saia
SAIA
$10.5B
$6.73M 0.01%
19,151
-336
-2% -$122K
MOS icon
743
The Mosaic Company
MOS
$7.19B
$6.71M 0.01%
263,103
-9,119
-3% -$250K
LMAT icon
744
LeMaitre Vascular
LMAT
$2.37B
$6.71M 0.01%
61,427
+2,578
+4% +$246K
GL icon
745
Globe Life
GL
$14B
$6.69M 0.01%
48,089
+7,091
+17% +$1M
ONTO icon
746
Onto Innovation
ONTO
$10.9B
$6.67M 0.01%
32,540
+508
+2% +$104K
RXST icon
747
RxSight
RXST
$254M
$6.66M 0.01%
1,080,712
+655,063
+154% +$5.44M
HELE icon
748
Helen of Troy
HELE
$656M
$6.64M 0.01%
460,762
+186,869
+68% +$3.27M
SLDE
749
Slide Insurance Holdings
SLDE
$2.56B
$6.62M 0.01%
367,540
-133,431
-27% -$2.34M
MMYT icon
750
MakeMyTrip
MMYT
$5.38B
$6.56M 0.01%
175,943
-46,296
-21% -$2.68M
28 29
30
31 32

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Federated Hermes's Q1 2026 Portfolio in Review

As of Q1 2026, Federated Hermes held 2,192 positions worth $61.5B, up 2.7% from $59.9B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Federated Hermes deployed $3.27B of net new capital in Q1 2026, opening 128 new positions and adding to 942 existing holdings. Its largest new stake was EquipmentShare.com Inc: 1,549,176 shares worth $31.6M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $475M trimmed.

  • Federated Hermes's largest Q1 2026 buy was EquipmentShare.com Inc: 1,549,176 shares worth $31.6M.
  • Federated Hermes added most to lululemon athletica in Q1 2026, an estimated $516M increase.
  • Federated Hermes's biggest Q1 2026 reduction was Johnson & Johnson, cutting an estimated $475M.
  • Federated Hermes fully exited CyberArk in Q1 2026, selling an estimated $81.2M.
  • Federated Hermes's ten largest holdings make up 16% of its $61.5B portfolio in Q1 2026.
  • Federated Hermes opened 128 new positions and closed 143 in Q1 2026.
  • Federated Hermes's portfolio value rose 2.7% quarter-over-quarter to $61.5B.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.