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
$879M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$108M

Top Sells

1 +$38.4M
2 +$14.9M
3 +$10.3M

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
$679B
$283M 32.17%
505,500
-18,500
EFA icon
2
iShares MSCI EAFE ETF
EFA
$68.2B
$183M 20.82%
2,238,932
-182,000
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$131M 14.96%
2,436,000
+2,005,000
GNR icon
4
SPDR S&P Global Natural Resources ETF
GNR
$3.33B
$85.5M 9.73%
1,606,000
ACWI icon
5
iShares MSCI ACWI ETF
ACWI
$23.4B
$74.5M 8.48%
640,000
-330,000