CMU

Carnegie Mellon University Portfolio holdings

AUM $132M
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$7.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$46K

Top Sells

1 +$1.55M

Sector Composition

1 Technology 74.57%
2 Consumer Discretionary 3.24%
3 Real Estate 0.02%
4 Consumer Staples 0.01%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$96.2M 74.57%
309,814
-5,000
2
$28.6M 22.15%
60,947
+98
3
$4.18M 3.24%
35,322
4
$22.6K 0.02%
10,000
5
$16.8K 0.01%
4,482
6
$15.7K 0.01%
691