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
$71M
AUM Growth
-$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$5

Top Sells

1 +$69.5M
2 +$10.1M
3 +$2

Sector Composition

1 Technology 74.35%
2 Healthcare 0.56%
3 Real Estate 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$52.8M 74.35%
369,500
-70,863
2
$17.8M 25.06%
361,103
-1,410,824
3
$258K 0.36%
16,060
4
$87.8K 0.12%
46,970
-1
5
$50.3K 0.07%
10,358
+1
6
$23.9K 0.03%
10,000