Lilly Endowment

Lilly Endowment Portfolio holdings

AUM $74.8B
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
-13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.61B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$71M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.61B 100%
132,730,804
-1,095,000