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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 | |
|---|---|---|---|---|---|---|
1926
Caesarstone
CSTE
$111M
| $3.01K | ﹤0.01% |
+1,530
| New | +$3.46K |
|
1927
Tyra Biosciences
TYRA
$1.56B
| $3K | ﹤0.01% |
314
-161
| -34% | -$1.53K |
|
1928
AB InBev
BUD
$156B
| $2.96K | ﹤0.01% |
43
| – | – |
|
1929
Oil-Dri
ODC
$1.33B
| $2.89K | ﹤0.01% |
49
| – | – |
|
1930
Cipher Digital
CIFR
$6.96B
| $2.86K | ﹤0.01% |
598
-121,380
| -100% | -$393K |
|
1931
CS Disco
LAW
$286M
| $2.82K | ﹤0.01% |
+646
| New | +$2.53K |
|
1932
Virgin Galactic
SPCE
$455M
| $2.81K | ﹤0.01% |
1,030
-1,955,169
| -100% | -$5.99M |
|
1933
NatWest
NWG
$73.3B
| $2.77K | ﹤0.01% |
196
+45
| +30% | +$595 |
|
1934
Douglas Dynamics
PLOW
$973M
| $2.77K | ﹤0.01% |
+94
| New | +$2.47K |
|
1935
Acrivon Therapeutics
ACRV
$92.1M
| $2.76K | ﹤0.01% |
+2,318
| New | +$3.18K |
|
1936
Franklin Financial Services
FRAF
$279M
| $2.73K | ﹤0.01% |
79
| – | – |
|
1937
SITE Centers
SITC
$156M
| $2.73K | ﹤0.01% |
241
-90
| -27% | -$1.08K |
|
1938
ALX Oncology
ALXO
$283M
| $2.71K | ﹤0.01% |
6,541
| – | – |
|
1939
Riot Platforms
RIOT
$7.84B
| $2.71K | ﹤0.01% |
+240
| New | +$2.04K |
|
1940
Goldgroup Mining
GORO
$511M
| $2.7K | ﹤0.01% |
4,419
| – | – |
|
|
CURB
1941
Curbline Properties
CURB
$3.44B
| $2.69K | ﹤0.01% |
+118
| New | +$2.71K |
|
1942
Recursion Pharmaceuticals
RXRX
$1.84B
| $2.69K | ﹤0.01% |
+531
| New | +$2.61K |
|
1943
Owlet
OWLT
$146M
| $2.65K | ﹤0.01% |
+316
| New | +$1.58K |
|
|
BCAX
1944
Bicara Therapeutics
BCAX
$1.64B
| $2.65K | ﹤0.01% |
285
-11,715
| -98% | -$140K |
|
1945
PrimeEnergy Resources
PNRG
$333M
| $2.49K | ﹤0.01% |
17
| – | – |
|
1946
Radiant Logistics
RLGT
$408M
| $2.41K | ﹤0.01% |
396
+101
| +34% | +$604 |
|
1947
Ouster
OUST
$2.63B
| $2.33K | ﹤0.01% |
+96
| New | +$1.17K |
|
1948
Madison Square Garden
MSGE
$3.7B
| $2.28K | ﹤0.01% |
57
-12,300
| -100% | -$435K |
|
1949
Tenaya Therapeutics
TNYA
$156M
| $2.27K | ﹤0.01% |
3,709
| – | – |
|
1950
Ingles Markets
IMKTA
$1.56B
| $2.22K | ﹤0.01% |
35
-5
| -13% | -$311 |
|
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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.