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
$165M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$8.28M

Top Sells

No sells this quarter

Sector Composition

1 Financials 88.12%
2 Energy 11.62%
3 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$137M 83.1%
455
2
$19.2M 11.62%
1,086,025
3
$8.28M 5.02%
+41,202
4
$443K 0.27%
109,280