HMH

Hackensack Meridian Health Portfolio holdings

AUM $903M
1-Year Est. Return 10.39%
This Quarter Est. Return
1 Year Est. Return
+10.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$903M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M

Top Sells

1 +$71.4M
2 +$15.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$678B
$312M 34.59%
505,500
EFA icon
2
iShares MSCI EAFE ETF
EFA
$68.1B
$218M 24.17%
2,440,932
+202,000
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$131M 14.53%
2,185,000
-251,000
GNR icon
4
SPDR S&P Global Natural Resources ETF
GNR
$3.32B
$87.1M 9.65%
1,606,000
ACWI icon
5
iShares MSCI ACWI ETF
ACWI
$23.4B
$10.9M 1.21%
85,000
-555,000