MAM

Meeder Asset Management Portfolio holdings

AUM $1.86B
1-Year Est. Return 32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32%
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
+$124M
2
+$108M
3
+$70.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$63M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$45.7M

Top Sells

1
+$113M
2
+$48M
3
+$40.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.6M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$14.8M

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
2026
$2K ﹤0.01%
+8
2027
$2K ﹤0.01%
+20
2028
$2K ﹤0.01%
+67
2029
$2K ﹤0.01%
+5
2030
$2K ﹤0.01%
+77
2031
$2K ﹤0.01%
+213
2032
$2K ﹤0.01%
+110
2033
$2K ﹤0.01%
158
-24
2034
$2K ﹤0.01%
+50
2035
$2K ﹤0.01%
24
2036
$2K ﹤0.01%
69
-144
2037
$2K ﹤0.01%
105
+78
2038
$2K ﹤0.01%
+46
2039
$2K ﹤0.01%
+28
2040
$2K ﹤0.01%
+10
2041
$2K ﹤0.01%
+110
2042
$2K ﹤0.01%
+25
2043
$2K ﹤0.01%
+49
2044
$2K ﹤0.01%
154
+148
2045
$2K ﹤0.01%
+10
2046
$2K ﹤0.01%
+94
2047
$2K ﹤0.01%
103
2048
$2K ﹤0.01%
+56
2049
$2K ﹤0.01%
20
2050
$2K ﹤0.01%
19
80 81
82
83 84