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
$151M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$2.64M

Top Sells

1 +$115M

Sector Composition

1 Financials 84.96%
2 Energy 13.29%
3 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$128M 84.96%
455
2
$20.1M 13.29%
1,086,025
3
$2.64M 1.75%
+109,280
4
-1,901,309