BU

Brown University Portfolio holdings

AUM $169M
1-Year Est. Return 0.48%
This Quarter Est. Return
1 Year Est. Return
-0.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M

Top Sells

1
+$2.19M

Sector Composition

1 Financials 70.59%
2 Healthcare 11.43%
3 Technology 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.9M 63.29%
7,374,526
2
$21.2M 15.08%
541,096
3
$16.1M 11.43%
381,759
4
$10.3M 7.3%
+400,000
5
$2.36M 1.68%
10,205
6
$1.71M 1.22%
88,770
7
– –
-20,873