We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
901
Employers Holdings
EIG
$883M
| $2.29M | ﹤0.01% |
48,542
+703
| +1% | +$33.9K |
|
902
Upbound Group
UPBD
$1.14B
| $2.29M | ﹤0.01% |
91,234
-210,857
| -70% | -$4.93M |
|
903
Kyndryl
KD
$2.92B
| $2.29M | ﹤0.01% |
54,571
+6,241
| +13% | +$226K |
|
904
Zymeworks
ZYME
$2.04B
| $2.29M | ﹤0.01% |
182,270
+358
| +0.2% | +$4.26K |
|
905
Peoples Bancorp
PEBO
$1.43B
| $2.29M | ﹤0.01% |
74,901
+2,353
| +3% | +$68.7K |
|
906
Constellation Energy
CEG
$99.6B
| $2.29M | ﹤0.01% |
7,085
+2,714
| +62% | +$718K |
|
907
Markel Group
MKL
$22.5B
| $2.28M | ﹤0.01% |
1,142
-362
| -24% | -$679K |
|
908
Enpro
NPO
$6.47B
| $2.27M | ﹤0.01% |
11,868
-444
| -4% | -$75.9K |
|
|
SAGE
909
DELISTED
Sage Therapeutics
SAGE
| $2.25M | ﹤0.01% |
246,804
-945,685
| -79% | -$6.96M |
|
910
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
| $2.25M | ﹤0.01% |
7,403
| – | – |
|
911
Mueller Industries
MLI
$14B
| $2.25M | ﹤0.01% |
56,620
-1,078
| -2% | -$40.7K |
|
912
Akebia Therapeutics
AKBA
$249M
| $2.25M | ﹤0.01% |
617,318
-296,131
| -32% | -$814K |
|
913
Macerich
MAC
$6.79B
| $2.24M | ﹤0.01% |
138,222
-263,059
| -66% | -$4.06M |
|
|
FITB
914
Fifth Third Bancorp
FITB
$49.7B
| $2.23M | ﹤0.01% |
54,273
-9,406
| -15% | -$353K |
|
915
Tarsus Pharmaceuticals
TARS
$3.12B
| $2.23M | ﹤0.01% |
55,021
+339
| +0.6% | +$15.3K |
|
916
CareDx
CDNA
$2.64B
| $2.23M | ﹤0.01% |
113,950
-17,911
| -14% | -$318K |
|
917
Manhattan Associates
MANH
$13.1B
| $2.21M | ﹤0.01% |
11,203
+1,024
| +10% | +$186K |
|
918
InMode
INMD
$857M
| $2.2M | ﹤0.01% |
152,233
-197
| -0.1% | -$2.89K |
|
919
NovoCure
NVCR
$2.07B
| $2.19M | ﹤0.01% |
123,072
-97,003
| -44% | -$1.69M |
|
|
BLD
920
DELISTED
TopBuild
BLD
| $2.19M | ﹤0.01% |
6,759
+654
| +11% | +$194K |
|
921
Antero Resources
AR
$11.8B
| $2.18M | ﹤0.01% |
54,020
-3,652
| -6% | -$138K |
|
922
ePlus
PLUS
$2.29B
| $2.14M | ﹤0.01% |
+29,719
| New | +$1.95M |
|
923
Kemper
KMPR
$1.65B
| $2.14M | ﹤0.01% |
33,170
+27,482
| +483% | +$1.7M |
|
924
Valaris
VAL
$5.94B
| $2.13M | ﹤0.01% |
50,609
+47,663
| +1,618% | +$1.79M |
|
925
Codexis
CDXS
$180M
| $2.13M | ﹤0.01% |
872,814
-215,137
| -20% | -$505K |
|
Similar funds
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.