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JHU

Johns Hopkins University Portfolio holdings

AUM $1.38B
1-Year Est. Return 9.48%
This Fund
S&P 500
This Quarter Est. Return
+1.28%
1 Year Est. Return
+9.48%
3 Year Est. Return
+21.18%
5 Year Est. Return
+18.41%
10 Year Est. Return
AUM
$1.61B
AUM Growth
-$104M
Cap. Flow
-$126M
Cap. Flow %
-7.86%
Top 10 Hldgs %
99.94%
Holding
14
New
4
Increased
1
Reduced
5
Closed
1

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 0.29%
2 Technology 0.02%
3 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IGSB icon
1
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$1.41B 87.45%
27,818,330
+10,042,009
+56% +$504M
XOP icon
2
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$81.7M 5.08%
640,257
EEM icon
3
iShares MSCI Emerging Markets ETF
EEM
$28B
$37.7M 2.34%
+954,273
New +$37.9M
IEF icon
4
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$28.4M 1.77%
286,376
-1,500,732
-84% -$147M
EFA icon
5
iShares MSCI EAFE ETF
EFA
$76.8B
$11.6M 0.72%
+161,957
New +$11.3M
IWD icon
6
iShares Russell 1000 Value ETF
IWD
$82.2B
$11.2M 0.7%
73,387
-1,446,960
-95% -$223M
XBI icon
7
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$10.6M 0.66%
139,481
-621,384
-82% -$51.6M
IBB icon
8
iShares Biotechnology ETF
IBB
$9.55B
$8.8M 0.55%
68,137
-407,252
-86% -$53.3M
VCLT icon
9
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.91B
$6.26M 0.39%
78,496
-1,347,195
-94% -$106M
ABNB icon
10
Airbnb
ABNB
$90.9B
$4.65M 0.29%
+37,402
New +$4.27M
PATH icon
11
UiPath
PATH
$6.32B
$352K 0.02%
+20,035
New +$303K
IGV icon
12
iShares Expanded Tech-Software Sector ETF
IGV
$12.3B
$305K 0.02%
5,000
BRNS
13
Barinthus Biotherapeutics
BRNS
$23.3M
$242K 0.02%
107,968
LQD icon
14
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
-977,018
Closed -$103M

Similar funds

Johns Hopkins University's Q1 2023 Portfolio in Review

As of Q1 2023, Johns Hopkins University held 14 positions worth $1.61B, down 6.1% from $1.71B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Johns Hopkins University withdrew a net $126M in Q1 2023, closing 1 position and reducing 5 holdings. Its most notable exit was iShares iBoxx $ Investment Grade Corporate Bond ETF, an estimated $103M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 0.29% of assets, followed by Technology and Healthcare.

Against the trend, Johns Hopkins University opened a new position in iShares MSCI Emerging Markets ETF worth $37.7M.

  • Johns Hopkins University's largest Q1 2023 buy was iShares MSCI Emerging Markets ETF: 954,273 shares worth $37.7M.
  • Johns Hopkins University added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023, an estimated $504M increase.
  • Johns Hopkins University's biggest Q1 2023 reduction was iShares Russell 1000 Value ETF, cutting an estimated $223M.
  • Johns Hopkins University fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023, selling an estimated $103M.
  • Johns Hopkins University's ten largest holdings make up 100% of its $1.61B portfolio in Q1 2023.
  • Johns Hopkins University opened 4 new positions and closed 1 in Q1 2023.
  • Johns Hopkins University's portfolio value fell 6.1% quarter-over-quarter to $1.61B.

Based on Johns Hopkins University's 13F filing for Q1 2023, filed 12 May 2023.