Asset Manager
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Hackensack Meridian Health, Inc.
Market Value
$1.1B
+34.5%
Holdings
7
+2
New Purchases
2
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
28.6%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $381M | 34.7% |
| Large Cap | 5 | $617M | 56.2% |
| Mid Cap | 1 | $100M | 9.1% |
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 | 34.69% | 558,000 | $381M | $681.92 | $44M | +52,500 | +10.4% | |
| 2 | EFA | 21.37% | 2,440,932 | $234M | $96.03 | $6M | — | — | |
| 3 | IWF | 14.54% | 337,000 | $160M | $473.30 | — | +337,000 | — | NEW |
| 4 | IEMG | 13.39% | 2,185,000 | $147M | $67.22 | $3M | — | — | |
| 5 | GNR | 9.10% | 1,606,000 | $100M | $62.14 | $5M | — | — | |
| 6 | EFV | 5.83% | 895,000 | $64M | $71.41 | — | +895,000 | — | NEW |
| 7 | ACWI | 1.10% | 85,000 | $12M | $141.49 | $276K | — | — |