Asset Manager
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Hackensack Meridian Health, Inc.
Market Value
$1.1B
-3.4%
Holdings
7
New Purchases
0
Added To
0
Closed
0
Reduced
5
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $346M | 32.6% |
| Large Cap | 5 | $594M | 56.1% |
| Mid Cap | 1 | $120M | 11.3% |
Portfolio Analytics
Avg Market Cap
$169.8B
Median Market Cap
$75.6B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.91
# Stocks
0
# ETFs / Funds
7
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 32.62% | 531,500 | $346M | $650.34 | -$35M | -26,500 | -4.8% | |
| 2 | EFA | 21.84% | 2,382,932 | $231M | $97.13 | -$3M | -58,000 | -2.4% | |
| 3 | IEMG | 13.92% | 2,115,000 | $148M | $69.75 | $646K | -70,000 | -3.2% | |
| 4 | IWF | 13.21% | 328,400 | $140M | $426.40 | -$19M | -8,600 | -2.5% | |
| 5 | GNR | 11.32% | 1,606,000 | $120M | $74.67 | $20M | — | — | |
| 6 | EFV | 5.98% | 853,000 | $63M | $74.35 | -$491K | -42,000 | -4.7% | |
| 7 | ACWI | 1.11% | 85,000 | $12M | $138.37 | -$265K | — | — |