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
2026
$2K ﹤0.01%
+58
2027
$2K ﹤0.01%
+50
2028
$2K ﹤0.01%
+26
2029
$2K ﹤0.01%
18
-114
2030
$2K ﹤0.01%
36
+26
2031
$2K ﹤0.01%
27
2032
$2K ﹤0.01%
25
-50
2033
$2K ﹤0.01%
+160
2034
$2K ﹤0.01%
+20
2035
$2K ﹤0.01%
+19
2036
$2K ﹤0.01%
+23
2037
$2K ﹤0.01%
+10
2038
$2K ﹤0.01%
+94
2039
$2K ﹤0.01%
103
2040
$2K ﹤0.01%
+56
2041
$2K ﹤0.01%
20
2042
$2K ﹤0.01%
19
2043
$2K ﹤0.01%
+96
2044
$2K ﹤0.01%
36
-82
2045
$2K ﹤0.01%
60
+21
2046
$2K ﹤0.01%
+22
2047
$2K ﹤0.01%
+215
2048
$2K ﹤0.01%
14
-4
2049
$2K ﹤0.01%
436
-12
2050
$2K ﹤0.01%
80
+5
80 81
82
83 84