NU

Northwestern University Portfolio holdings

AUM $51.5M
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.5M
AUM Growth
-$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M

Top Sells

1 +$286M
2 +$15.7M

Sector Composition

1 Financials 99.91%
2 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.03T
$47.4M 92.11%
66
-389
RYAN icon
2
Ryan Specialty Holdings
RYAN
$4.47B
$4.02M 7.81%
+119,046
BSM icon
3
Black Stone Minerals
BSM
$3B
-1,086,025