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
$738M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$8.67M
3
+$6.08M
4
STWD icon
Starwood Property Trust
STWD
+$4.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 92.35%
2 Healthcare 3.83%
3 Consumer Discretionary 0.82%
4 Real Estate 0.66%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$577M 78.23%
37,089,863
+1,702,898
2
$104M 14.12%
7,374,526
3
$22.5M 3.05%
621,759
+240,000
4
$15.9M 2.16%
541,096
5
$6.08M 0.82%
+67,064
6
$5.77M 0.78%
390,000
7
$4.88M 0.66%
+200,000
8
$1.32M 0.18%
4,678