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HMH

Hackensack Meridian Health Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.03%
This Fund
S&P 500
This Quarter Est. Return
+2.63%
1 Year Est. Return
+18.03%
3 Year Est. Return
+44.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.1B
AUM Growth
+$124M
Cap. Flow
+$99.5M
Cap. Flow %
9.07%
Top 10 Hldgs %
100%
Holding
8
New
2
Increased
1
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$160M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$62.2M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$35.5M

Top Sells

No sells this quarter

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
$771B
$381M 34.69%
558,000
+52,500
+10% +$35.5M
EFA icon
2
iShares MSCI EAFE ETF
EFA
$76.4B
$234M 21.37%
2,440,932
– –
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$117B
$160M 14.54%
+1,348,000
New +$160M
IEMG icon
4
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$147M 13.39%
2,185,000
– –
GNR icon
5
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.75B
$99.8M 9.1%
1,606,000
– –
EFV icon
6
iShares MSCI EAFE Value ETF
EFV
$28.3B
$63.9M 5.83%
+895,000
New +$62.2M
ACWI icon
7
iShares MSCI ACWI ETF
ACWI
$32B
$12M 1.1%
85,000
– –

Similar funds

BGIM
Boussard & Gavaudan Investment Management London, United Kingdom $1.06B AUM 4.58% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
EC
E20 Capital Hong Kong $1.07B AUM
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
ECM
Element Capital Management New York $1.05B AUM 5.05% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Hackensack Meridian Health's Q4 2025 Portfolio in Review

As of Q4 2025, Hackensack Meridian Health held 8 positions worth $1.1B, up 13% from $973M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Hackensack Meridian Health deployed $99.5M of net new capital in Q4 2025, opening 2 new positions and adding to 1 existing holding. Its largest new stake was iShares Russell 1000 Growth ETF: 1,348,000 shares worth $160M.

  • Hackensack Meridian Health's largest Q4 2025 buy was iShares Russell 1000 Growth ETF: 1,348,000 shares worth $160M.
  • Hackensack Meridian Health added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $35.5M increase.
  • Hackensack Meridian Health's ten largest holdings make up 100% of its $1.1B portfolio in Q4 2025.
  • Hackensack Meridian Health opened 2 new positions and closed 1 in Q4 2025.
  • Hackensack Meridian Health's portfolio value rose 13% quarter-over-quarter to $1.1B.

Based on Hackensack Meridian Health's 13F filing for Q4 2025, filed 10 Feb 2026.