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HMH

Hackensack Meridian Health Portfolio holdings

AUM $1.48B
1-Year Est. Return 21%
This Fund
S&P 500
This Quarter Est. Return
+7.82%
1 Year Est. Return
+21%
3 Year Est. Return
+53.43%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$903M
AUM Growth
+$23.9M
Cap. Flow
-$63.3M
Cap. Flow %
-7.01%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
1
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$17.2M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$66.5M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$14M

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
$312M 34.59%
505,500
– –
EFA icon
2
iShares MSCI EAFE ETF
EFA
$79.6B
$218M 24.17%
2,440,932
+202,000
+9% +$17.2M
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$131M 14.53%
2,185,000
-251,000
-10% -$14M
GNR icon
4
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.07B
$87.1M 9.65%
1,606,000
– –
ACWI icon
5
iShares MSCI ACWI ETF
ACWI
$33.2B
$10.9M 1.21%
85,000
-555,000
-87% -$66.5M

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Hackensack Meridian Health held 6 positions worth $903M, up 2.7% from $879M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Hackensack Meridian Health withdrew a net $63.3M in Q2 2025, reducing 2 holdings. Its largest reduction was iShares MSCI ACWI ETF, cutting an estimated $66.5M.

Against the trend, Hackensack Meridian Health added an estimated $17.2M to iShares MSCI EAFE ETF.

  • Hackensack Meridian Health added most to iShares MSCI EAFE ETF in Q2 2025, an estimated $17.2M increase.
  • Hackensack Meridian Health's biggest Q2 2025 reduction was iShares MSCI ACWI ETF, cutting an estimated $66.5M.
  • Hackensack Meridian Health's ten largest holdings make up 100% of its $903M portfolio in Q2 2025.
  • Hackensack Meridian Health opened 0 new positions and closed 0 in Q2 2025.
  • Hackensack Meridian Health's portfolio value rose 2.7% quarter-over-quarter to $903M.

Based on Hackensack Meridian Health's 13F filing for Q2 2025, filed 14 Aug 2025.