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
$109M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$722K

Top Sells

No sells this quarter

Sector Composition

1 Financials 71.31%
2 Healthcare 28.03%
3 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$78M 71.31%
173
2
$30M 27.47%
1,112,400
3
$722K 0.66%
+131,301
4
$316K 0.29%
10,429
5
$292K 0.27%
109,280