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
$222M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$66.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 61.05%
2 Energy 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$135M 61.05%
455
2
$66.9M 30.17%
+1,116,541
3
$19.5M 8.78%
1,086,025