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
2001
$2K ﹤0.01%
+295
2002
$2K ﹤0.01%
333
2003
$2K ﹤0.01%
160
+147
2004
$2K ﹤0.01%
+29
2005
$2K ﹤0.01%
+16
2006
$2K ﹤0.01%
46
-2,327
2007
$2K ﹤0.01%
+206
2008
$2K ﹤0.01%
+110
2009
$2K ﹤0.01%
158
-24
2010
$2K ﹤0.01%
+50
2011
$2K ﹤0.01%
24
2012
$2K ﹤0.01%
69
-144
2013
$2K ﹤0.01%
105
+78
2014
$2K ﹤0.01%
+46
2015
$2K ﹤0.01%
+28
2016
$2K ﹤0.01%
+110
2017
$2K ﹤0.01%
+25
2018
$2K ﹤0.01%
+49
2019
$2K ﹤0.01%
154
+148
2020
$2K ﹤0.01%
64
-1
2021
$2K ﹤0.01%
106
+88
2022
$2K ﹤0.01%
+857
2023
$2K ﹤0.01%
+49
2024
$2K ﹤0.01%
9
+5
2025
$2K ﹤0.01%
+313
79 80
81
82 83