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Board of Trustees of The Leland Stanford Junior University Portfolio holdings

AUM $533M
1-Year Est. Return 65.58%
This Fund
S&P 500
This Quarter Est. Return
+7.25%
1 Year Est. Return
+65.58%
3 Year Est. Return
+141.73%
5 Year Est. Return
+93.46%
10 Year Est. Return
+1,196.58%
AUM
$263M
AUM Growth
+$103M
Cap. Flow
+$88.7M
Cap. Flow %
33.7%
Top 10 Hldgs %
51.02%
Holding
52
New
40
Increased
1
Reduced
–
Closed
4

Top Buys

Rank Stock Value
1
AER icon
AerCap
AER
+$7.86M
2
AVGO icon
Broadcom
AVGO
+$5.67M
3
CAR icon
Avis
CAR
+$5.04M
4
WDC icon
Western Digital
WDC
+$4.98M
5
GT icon
Goodyear
GT
+$4.95M

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$80M
2
NOAH
Noah Holdings
NOAH
+$618K
3
XOM icon
ExxonMobil
XOM
+$243K
4
HE icon
Hawaiian Electric Industries
HE
+$200K

Sector Composition

Rank Sector Weight
1 Energy 38.15%
2 Industrials 15.84%
3 Technology 14.98%
4 Financials 11.44%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOAH
51
Noah Holdings
NOAH
$588M
– –
-34,355
Closed -$618K
XOM icon
52
ExxonMobil
XOM
$652B
– –
-2,406
Closed -$243K
1 2
3

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UFF
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HS
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BFC
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Board of Trustees of The Leland Stanford Junior University's Q1 2014 Portfolio in Review

As of Q1 2014, Board of Trustees of The Leland Stanford Junior University held 52 positions worth $263M, up 65% from $160M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Board of Trustees of The Leland Stanford Junior University deployed $88.7M of net new capital in Q1 2014, opening 40 new positions and adding to 1 existing holding. Its largest new stake was AerCap: 201,514 shares worth $8.5M.

By sector, the portfolio is most concentrated in Energy at 38% of assets, down from 47% a quarter earlier, followed by Industrials and Technology.

On the sell side, the most notable exit was iShares Core US Aggregate Bond ETF, an estimated $80M sold.

  • Board of Trustees of The Leland Stanford Junior University's largest Q1 2014 buy was AerCap: 201,514 shares worth $8.5M.
  • Board of Trustees of The Leland Stanford Junior University added most to Coty in Q1 2014, an estimated $151K increase.
  • Board of Trustees of The Leland Stanford Junior University fully exited iShares Core US Aggregate Bond ETF in Q1 2014, selling an estimated $80M.
  • Board of Trustees of The Leland Stanford Junior University's ten largest holdings make up 51% of its $263M portfolio in Q1 2014.
  • Board of Trustees of The Leland Stanford Junior University opened 40 new positions and closed 4 in Q1 2014.
  • Board of Trustees of The Leland Stanford Junior University's portfolio value rose 65% quarter-over-quarter to $263M.

Based on Board of Trustees of The Leland Stanford Junior University's 13F filing for Q1 2014, filed 13 May 2014.