CZI

Chan Zuckerberg Initiative Portfolio holdings

AUM $77.7M
1-Year Est. Return 10.49%
This Quarter Est. Return
1 Year Est. Return
+10.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M

Top Sells

1
+$109M
2
+$92.2M
3
+$43.2M

Sector Composition

1 Consumer Discretionary 3.67%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.8M 56.99%
1,274,253
2
$43.4M 39.34%
+702,730
3
$4.04M 3.67%
52,859
4
– –
-646,319
5
– –
-597,493
6
– –
-788,677