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
$250M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M

Top Sells

1 +$26.8M

Sector Composition

1 Financials 84.06%
2 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$122M 48.93%
10,696,690
-2,346,277
2
$87.8M 35.13%
6,338,727
3
$19.2M 7.67%
245,900
4
$14.6M 5.85%
+242,350
5
$4.58M 1.83%
1,000,000
6
$927K 0.37%
718,500
7
$538K 0.22%
72,700