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
126
$1.21M 0.18%
42,380
127
$1.16M 0.17%
15,067
128
$1.16M 0.17%
+91,185
129
$1.12M 0.16%
34,405
-48,930
130
$1.1M 0.16%
15,715
-30,470
131
$1.07M 0.16%
21,451
132
$1.06M 0.15%
83,881
133
$1.05M 0.15%
+29,556
134
$1.04M 0.15%
31,675
135
$999K 0.15%
28,046
136
$994K 0.15%
+14,550
137
$992K 0.15%
93,850
138
$980K 0.14%
14,951
139
$974K 0.14%
+68,270
140
$958K 0.14%
+56,215
141
$940K 0.14%
42,335
142
$928K 0.14%
+38,815
143
$910K 0.13%
40,834
144
$902K 0.13%
43,535
+34,450
145
$899K 0.13%
55,835
146
$847K 0.12%
14,555
-143,620
147
$831K 0.12%
48,840
-348
148
$826K 0.12%
21,045
-5,298
149
$818K 0.12%
11,626
150
$811K 0.12%
22,779
-141