Asset Manager
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Hackensack Meridian Health, Inc.
Market Value
$1.5B
+39.8%
Holdings
7
New Purchases
0
Added To
7
Closed
0
Reduced
0
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 | $528M | 35.7% |
| Large Cap | 5 | $827M | 55.8% |
| Mid Cap | 1 | $126M | 8.5% |
Portfolio Analytics
Avg Market Cap
$181.6B
Median Market Cap
$75.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.89
# 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 | 35.67% | 707,500 | $528M | $746.77 | $183M | +176,000 | +33.1% | |
| 2 | EFA | 19.81% | 2,823,932 | $293M | $103.88 | $62M | +441,000 | +18.5% | |
| 3 | IEMG | 12.56% | 2,246,000 | $186M | $82.84 | $39M | +131,000 | +6.2% | |
| 4 | IWF | 11.01% | 1,313,600 | $163M | $124.17 | $23M | +985,200 | +300.0% | |
| 5 | EFV | 10.86% | 2,101,000 | $161M | $76.55 | $97M | +1,248,000 | +146.3% | |
| 6 | GNR | 8.52% | 1,875,000 | $126M | $67.31 | $6M | +269,000 | +16.8% | |
| 7 | ACWI | 1.57% | 148,000 | $23M | $156.97 | $11M | +63,000 | +74.1% |