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
$899M
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$77.3M
2
+$20.6M
3
+$9.57M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.2M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$5.18M

Top Sells

1
+$42.7M
2
+$1.77M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$270M 30.04%
715,936
+205,000
2
$171M 19.06%
1,143,976
-285,000
3
$100M 11.15%
1,195,000
+245,000
4
$93.4M 10.39%
2,330,000
5
$83.7M 9.31%
1,606,000
-34,000
6
$56.4M 6.28%
902,932
+2,932
7
$54.1M 6.02%
735,000
+125,000
8
$34.3M 3.82%
312,000
+87,000
9
$26.8M 2.98%
228,000
10
$5.18M 0.58%
+65,000
11
$2.57M 0.29%
+6,775
12
$440K 0.05%
+9,670
13
$410K 0.05%
+4,419