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Emory University Portfolio holdings
AUM
$267M
1-Year Est. Return
48.26%
This Fund
S&P 500
This Quarter
Est. Return
-7.1%
1 Year Est. Return
+48.26%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$210M
AUM Growth
–
Cap. Flow
+$225M
Cap. Flow
% of AUM
107.26%
Top 10 Holdings %
Top 10 Hldgs %
99.52%
Holding
174
New
174
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$149M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$74.8M |
| 3 |
Apple
AAPL
|
+$45.7K |
| 4 |
lululemon athletica
LULU
|
+$26.1K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$25.5K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 0.11% |
| 2 | Healthcare | 0.07% |
| 3 | Financials | 0.07% |
| 4 | Consumer Staples | 0.07% |
| 5 | Technology | 0.05% |
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Emory University's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Emory University, which disclosed 174 positions worth $210M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is Vanguard FTSE Emerging Markets ETF: 3,552,900 shares worth $138M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 0.11% of assets, followed by Healthcare and Financials.
- Emory University's largest Q2 2013 buy was Vanguard FTSE Emerging Markets ETF: 3,552,900 shares worth $138M.
- Emory University's ten largest holdings make up 100% of its $210M portfolio in Q2 2013.
- Emory University disclosed 174 positions in Q2 2013, its first 13F filing on record.
Based on Emory University's 13F filing for Q2 2013, filed 11 Mar 2014.