EU

Emory University Portfolio holdings

AUM $27.7M
1-Year Est. Return 31.53%
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.8M
3
+$2.61M
4
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
+$2.58M
5
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$2.44M

Top Sells

1
+$2.89M
2
+$2.2M
3
+$2.2M
4
KALA icon
KALA BIO
KALA
+$2.12M
5
BPMC
Blueprint Medicines
BPMC
+$2.1M

Sector Composition

1 Healthcare 49.75%
2 Financials 31.55%
3 Consumer Discretionary 7%
4 Industrials 2.82%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.59%
+116,146
27
$2.42M 1.59%
27,684
+1,428
28
$2.37M 1.55%
117,476
+34,313
29
$2.3M 1.51%
84,486
-15,073
30
$2.21M 1.45%
69,840
-14,635
31
$2.21M 1.45%
48,194
-9,816
32
$2.2M 1.44%
30,606
+795
33
$2.16M 1.41%
81,809
-3,423
34
$2.16M 1.41%
30,992
-6,077
35
$2.12M 1.39%
11,256
-1,775
36
$2.09M 1.37%
185,915
+10,318
37
$2.08M 1.36%
44,731
+5,199
38
$2.06M 1.35%
184,813
-2,941
39
$2.05M 1.34%
53,951
-366
40
$2.01M 1.32%
45,617
-551
41
$1.87M 1.23%
39,579
+2,074
42
$1.3M 0.85%
231,989
+36,526
43
$1.25M 0.82%
5,837
44
$382K 0.25%
12,743
45
$316K 0.21%
3,160
46
$254K 0.17%
872
47
– –
-33,101
48
– –
-3,091
49
– –
-10,460
50
– –
-7,065
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2
3