MAM

Meeder Asset Management Portfolio holdings

AUM $1.75B
1-Year Est. Return 30.93%
This Quarter Est. Return
1 Year Est. Return
+30.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$682M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1 +$9.52M
2 +$8.92M
3 +$8.42M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.8M
5
CVX icon
Chevron
CVX
+$7.61M

Top Sells

1 +$70.1M
2 +$8.9M
3 +$8.36M
4
TWX
Time Warner Inc
TWX
+$8.33M
5
MO icon
Altria Group
MO
+$7.89M

Sector Composition

1 Technology 17.1%
2 Financials 13.51%
3 Healthcare 11.99%
4 Energy 11.74%
5 Industrials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$527K 0.08%
14,238
-105
227
$527K 0.08%
10,008
+188
228
$526K 0.08%
30,261
-186
229
$525K 0.08%
12,676
-82
230
$525K 0.08%
17,056
-104
231
$524K 0.08%
10,009
-64
232
$524K 0.08%
33,758
-204
233
$521K 0.08%
9,489
-56
234
$520K 0.08%
54
235
$517K 0.08%
7,380
-54
236
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14,055
-86
237
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21,860
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238
$510K 0.07%
+65,255
239
$510K 0.07%
29,137
-183
240
$507K 0.07%
17,440
-107
241
$500K 0.07%
34,524
-213
242
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9,162
-65
243
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-64
244
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21,901
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245
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246
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8,981
-65
247
$494K 0.07%
11,791
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248
$491K 0.07%
10,778
-64
249
$491K 0.07%
32,679
-237
250
$487K 0.07%
11,407
+7,457