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 | |
|---|---|---|---|---|---|---|
1476
Champion Homes
SKY
$4.89B
| $219K | ﹤0.01% |
+3,505
| New | +$273K |
|
1477
Consensus Cloud Solutions
CCSI
$730M
| $218K | ﹤0.01% |
9,460
+133
| +1% | +$2.87K |
|
1478
TE Connectivity
TEL
$58.8B
| $218K | ﹤0.01% |
1,290
-21
| -2% | -$3.19K |
|
1479
Sempra
SRE
$55.4B
| $215K | ﹤0.01% |
2,838
+54
| +2% | +$4.01K |
|
1480
RH
RH
$2.74B
| $215K | ﹤0.01% |
1,137
+263
| +30% | +$48.8K |
|
1481
Norfolk Southern
NSC
$78.1B
| $215K | ﹤0.01% |
839
+295
| +54% | +$69.6K |
|
1482
Marriott Vacations Worldwide
VAC
$3.83B
| $214K | ﹤0.01% |
2,966
+1,890
| +176% | +$119K |
|
1483
SoFi Technologies
SOFI
$24.8B
| $214K | ﹤0.01% |
+11,751
| New | +$155K |
|
|
OPLN
1484
Openlane
OPLN
$4.33B
| $211K | ﹤0.01% |
8,647
+314
| +4% | +$6.63K |
|
1485
Etsy
ETSY
$7.61B
| $210K | ﹤0.01% |
4,182
+1,191
| +40% | +$59.2K |
|
1486
Telos
TLS
$360M
| $209K | ﹤0.01% |
66,000
-55,500
| -46% | -$144K |
|
1487
T. Rowe Price
TROW
$24B
| $208K | ﹤0.01% |
2,154
+42
| +2% | +$3.86K |
|
1488
DigitalBridge
DBRG
$2.99B
| $207K | ﹤0.01% |
20,000
| – | – |
|
1489
Cleveland-Cliffs
CLF
$6.75B
| $207K | ﹤0.01% |
27,225
-7,145
| -21% | -$53.1K |
|
1490
California Resources
CRC
$4.7B
| $205K | ﹤0.01% |
4,488
-5,603
| -56% | -$229K |
|
1491
Nicolet Bankshares
NIC
$3.59B
| $204K | ﹤0.01% |
1,653
| – | – |
|
1492
Sonos
SONO
$1.79B
| $204K | ﹤0.01% |
+18,838
| New | +$183K |
|
1493
Boston Beer
SAM
$1.88B
| $202K | ﹤0.01% |
1,060
-46
| -4% | -$10.6K |
|
|
KLC
1494
KinderCare Learning Companies
KLC
$300M
| $202K | ﹤0.01% |
20,000
-7,000
| -26% | -$81K |
|
1495
OppFi
OPFI
$609M
| $200K | ﹤0.01% |
14,331
+14,100
| +6,104% | +$158K |
|
1496
Edwards Lifesciences
EW
$51.8B
| $200K | ﹤0.01% |
2,553
-39
| -2% | -$2.91K |
|
1497
Teledyne Technologies
TDY
$29B
| $199K | ﹤0.01% |
389
+184
| +90% | +$88.8K |
|
1498
Dominion Energy
D
$58.5B
| $198K | ﹤0.01% |
3,512
-2,687
| -43% | -$147K |
|
1499
Cimpress
CMPR
$2.17B
| $197K | ﹤0.01% |
4,191
+743
| +22% | +$32.5K |
|
1500
Southern Copper
SCCO
$183B
| $195K | ﹤0.01% |
2,025
-129,933
| -98% | -$11.3M |
|
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.