CMU

Carnegie Mellon University Portfolio holdings

AUM $155M
1-Year Est. Return 85.93%
This Quarter Est. Return
1 Year Est. Return
+85.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$20.1M

Top Sells

1 +$8.94M
2 +$377K

Sector Composition

1 Technology 31.23%
2 Healthcare 0.98%
3 Real Estate 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$162M 67.78%
2,916,918
+361,076
2
$74.7M 31.23%
785,000
-94,000
3
$1.77M 0.74%
46,971
4
$377K 0.16%
16,060
-16,060
5
$202K 0.08%
10,357
6
$31K 0.01%
10,000