Asset Manager
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Hackensack Meridian Health, Inc.
Market Value
$760M
+0.3%
Holdings
5
New Purchases
0
Added To
1
Closed
0
Reduced
2
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 | $312M | 41.1% |
| Large Cap | 3 | $360M | 47.4% |
| Mid Cap | 1 | $87M | 11.5% |
Portfolio Analytics
Avg Market Cap
$206.8B
Median Market Cap
$75.6B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.89
# Stocks
0
# ETFs / Funds
5
Top Holdings (5 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 41.11% | 505,500 | $312M | $617.85 | $30M | — | — | |
| 2 | EFA | 28.72% | 2,440,932 | $218M | $89.39 | $35M | +202,000 | +9.0% | |
| 3 | IEMG | 17.26% | 2,185,000 | $131M | $60.03 | -$305K | -251,000 | -10.3% | |
| 4 | GNR | 11.47% | 1,606,000 | $87M | $54.24 | $2M | — | — | |
| 5 | ACWI | 1.44% | 85,000 | $11M | $128.60 | -$64M | -555,000 | -86.7% |