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
$127M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.58M
3
+$2.56M
4
RYTM icon
Rhythm Pharmaceuticals
RYTM
+$2.23M
5
XLRN
Acceleron Pharma
XLRN
+$1.98M

Top Sells

1
+$3.11M
2
+$2.96M
3
+$2.64M
4
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
+$2.58M
5
SAGE
Sage Therapeutics
SAGE
+$2.54M

Sector Composition

1 Healthcare 48.32%
2 Financials 34.37%
3 Consumer Discretionary 6.74%
4 Industrials 2.63%
5 Real Estate 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.8M 28.21%
117
2
$8.32M 6.56%
397,578
3
$2.96M 2.33%
81,436
-9,001
4
$2.71M 2.14%
+149,108
5
$2.58M 2.03%
+85,944
6
$2.57M 2.03%
62,643
+8,692
7
$2.56M 2.02%
+317,745
8
$2.55M 2.01%
18,168
+1,526
9
$2.46M 1.94%
39,217
+731
10
$2.45M 1.93%
58,227
+1,824
11
$2.35M 1.85%
41,539
+5,705
12
$2.33M 1.84%
31,959
+4,275
13
$2.27M 1.79%
35,671
-2,966
14
$2.23M 1.75%
+82,767
15
$2.19M 1.73%
247,642
+61,727
16
$2.19M 1.72%
84,265
+14,425
17
$2.11M 1.66%
57,822
+448
18
$2.1M 1.66%
92,940
-4,570
19
$2.09M 1.64%
217,874
+15,148
20
$2.07M 1.63%
24,302
-2,638
21
$2.04M 1.61%
124,151
-2,649
22
$1.98M 1.56%
122,615
-73,986
23
$1.98M 1.56%
+45,445
24
$1.95M 1.54%
30,319
-17,484
25
$1.92M 1.51%
17,038
+5,647
1
2 3