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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 | |
|---|---|---|---|---|---|---|
1676
Civista Bancshares
CIVB
$570M
| $31.2K | ﹤0.01% |
1,346
+1,015
| +307% | +$22.1K |
|
1677
Invesco
IVZ
$14.7B
| $30.7K | ﹤0.01% |
1,948
-21
| -1% | -$302 |
|
|
PLGO
1678
Pelagos Insurance Capital
PLGO
$2.09B
| $30.2K | ﹤0.01% |
1,822
-1,056
| -37% | -$17.5K |
|
|
VERV
1679
DELISTED
Verve Therapeutics
VERV
| $29.7K | ﹤0.01% |
2,645
+2,344
| +779% | +$13.4K |
|
1680
Shinhan Financial Group
SHG
$36.6B
| $29.4K | ﹤0.01% |
651
| – | – |
|
|
COOP
1681
DELISTED
Mr. Cooper
COOP
| $29.2K | ﹤0.01% |
196
-12,209
| -98% | -$1.57M |
|
1682
Camden National
CAC
$961M
| $29.1K | ﹤0.01% |
718
-45
| -6% | -$1.76K |
|
1683
HNI Corp
HNI
$3.61B
| $29.1K | ﹤0.01% |
591
| – | – |
|
1684
APA Corp
APA
$14.8B
| $28.7K | ﹤0.01% |
1,570
-1,824
| -54% | -$31.6K |
|
1685
Red Violet
RDVT
$1.16B
| $28.7K | ﹤0.01% |
583
+136
| +30% | +$5.93K |
|
|
SFIX
1686
Stitch Fix
SFIX
$412M
| $27.6K | ﹤0.01% |
7,454
-97,041
| -93% | -$363K |
|
1687
Ericsson
ERIC
$33B
| $26.3K | ﹤0.01% |
3,096
-444
| -13% | -$3.65K |
|
1688
Campbell Soup
CPB
$6.94B
| $26.2K | ﹤0.01% |
856
-2,785
| -76% | -$98K |
|
1689
Kaltura
KLTR
$244M
| $25.9K | ﹤0.01% |
12,896
+5,044
| +64% | +$10.4K |
|
|
SKYT
1690
DELISTED
SkyWater Technology
SKYT
| $24.7K | ﹤0.01% |
+2,513
| New | +$20.3K |
|
1691
Brown-Forman Class B
BF.B
$12.5B
| $24.7K | ﹤0.01% |
917
+792
| +634% | +$25.4K |
|
1692
Cytek Biosciences
CTKB
$601M
| $24.6K | ﹤0.01% |
7,221
+4,343
| +151% | +$14.5K |
|
1693
IBEX
IBEX
$499M
| $24.2K | ﹤0.01% |
830
| – | – |
|
1694
Genie Energy
GNE
$392M
| $24.1K | ﹤0.01% |
897
| – | – |
|
1695
Sanmina
SANM
$10.9B
| $24.1K | ﹤0.01% |
246
-295
| -55% | -$24.4K |
|
1696
American Express Global Business Travel
GBTG
$4.94B
| $23.8K | ﹤0.01% |
3,776
| – | – |
|
1697
Mohawk Industries
MHK
$8.79B
| $23.7K | ﹤0.01% |
226
-17
| -7% | -$1.77K |
|
1698
Deluxe
DLX
$1.08B
| $23.3K | ﹤0.01% |
1,467
-1,318
| -47% | -$19.8K |
|
1699
Xperi
XPER
$296M
| $22.8K | ﹤0.01% |
+2,885
| New | +$21.7K |
|
1700
Intellia Therapeutics
NTLA
$1.84B
| $21.9K | ﹤0.01% |
2,336
-82
| -3% | -$673 |
|
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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.