NU
Northwestern University Portfolio holdings
AUM
$56.4M
This Quarter Return
+1.79%
1 Year Return
+17.57%
3 Year Return
+65.26%
5 Year Return
+134.89%
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$90M |
| 2 |
Black Stone Minerals
BSM
|
$15.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 85.17% |
| 2 | Energy | 14.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $90M | 85.17% | +455 | New | +$90M |
|
|
2
Black Stone Minerals
BSM
$2.58B
| $15.7M | 14.83% | +1,086,025 | New | +$15.7M |
|