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
$604M
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$7.21M

Top Sells

1
+$8.65M

Sector Composition

1 Financials 92.96%
2 Healthcare 3.79%
3 Technology 0.21%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$456M 75.52%
+35,386,965
2
$105M 17.44%
7,374,526
3
$18.4M 3.05%
541,096
4
$15.6M 2.59%
381,759
5
$7.21M 1.2%
+390,000
6
$1.27M 0.21%
4,678
7
– –
-250,000