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
$2.05B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,650
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$113M
3
+$70.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$61.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$49.8M

Top Sells

1
+$110M
2
+$46.9M
3
+$38.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.8M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$14.6M

Sector Composition

1 Technology 22.5%
2 Healthcare 11.99%
3 Financials 8.94%
4 Industrials 7.07%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$6K ﹤0.01%
60
-930
1702
$6K ﹤0.01%
+2,078
1703
$6K ﹤0.01%
124
-31
1704
$6K ﹤0.01%
419
+119
1705
$6K ﹤0.01%
45
-108
1706
$6K ﹤0.01%
+104
1707
$6K ﹤0.01%
123
1708
$6K ﹤0.01%
90
-80
1709
$6K ﹤0.01%
130
-245,363
1710
$6K ﹤0.01%
152
+57
1711
$6K ﹤0.01%
633
-722
1712
$6K ﹤0.01%
107
-85
1713
$6K ﹤0.01%
50
-6
1714
$6K ﹤0.01%
169
-1,226
1715
$6K ﹤0.01%
+100
1716
$6K ﹤0.01%
42
+9
1717
$6K ﹤0.01%
95
-2,276
1718
$6K ﹤0.01%
+248
1719
$6K ﹤0.01%
179
1720
$6K ﹤0.01%
+37
1721
$6K ﹤0.01%
+129
1722
$6K ﹤0.01%
72
-2
1723
$6K ﹤0.01%
+167
1724
$6K ﹤0.01%
+45
1725
$6K ﹤0.01%
+293
67 68
69
70 71