NU

Northwestern University Portfolio holdings

AUM $56.4M
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 73.13%
2 Energy 26.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$98.4M 73.13%
455
2
$19.3M 14.38%
1,086,025
3
$16.8M 12.5%
+433,802