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
$148M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$15.4M
2 +$13.6M
3 +$1.68M

Sector Composition

1 Financials 97.87%
2 Healthcare 2.13%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$145M 97.87%
416
-39
2
$2.77M 1.87%
10,429
3
$378K 0.26%
109,280
4
-2,508,475
5
-281,376