We are live on ! Find out more
HMH

Hackensack Meridian Health Portfolio holdings

AUM $1.48B
1-Year Est. Return 21%
This Fund
S&P 500
This Quarter Est. Return
+1.32%
1 Year Est. Return
+21%
3 Year Est. Return
+53.43%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$879M
AUM Growth
+$37M
Cap. Flow
+$42.8M
Cap. Flow %
4.88%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
1
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$108M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$39.5M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.7M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$283M 32.17%
505,500
-18,500
-4% -$10.9M
EFA icon
2
iShares MSCI EAFE ETF
EFA
$79.6B
$183M 20.82%
2,238,932
-182,000
-8% -$14.7M
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$131M 14.96%
2,436,000
+2,005,000
+465% +$108M
GNR icon
4
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.07B
$85.5M 9.73%
1,606,000
– –
ACWI icon
5
iShares MSCI ACWI ETF
ACWI
$33.2B
$74.5M 8.48%
640,000
-330,000
-34% -$39.5M

Similar funds

AE
American Express New York $1.48B AUM 49.05% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $1.48B AUM 20.29% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Hackensack Meridian Health's Q1 2025 Portfolio in Review

As of Q1 2025, Hackensack Meridian Health held 6 positions worth $879M, up 4.4% from $842M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Hackensack Meridian Health deployed $42.8M of net new capital in Q1 2025, adding to 1 existing holding.

On the sell side, the largest reduction was iShares MSCI ACWI ETF, an estimated $39.5M trimmed.

  • Hackensack Meridian Health added most to iShares Core MSCI Emerging Markets ETF in Q1 2025, an estimated $108M increase.
  • Hackensack Meridian Health's biggest Q1 2025 reduction was iShares MSCI ACWI ETF, cutting an estimated $39.5M.
  • Hackensack Meridian Health's ten largest holdings make up 100% of its $879M portfolio in Q1 2025.
  • Hackensack Meridian Health opened 0 new positions and closed 0 in Q1 2025.
  • Hackensack Meridian Health's portfolio value rose 4.4% quarter-over-quarter to $879M.

Based on Hackensack Meridian Health's 13F filing for Q1 2025, filed 12 May 2025.