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
$85.1M
AUM Growth
-$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$207K

Top Sells

1 +$15.9M
2 +$2.13M

Sector Composition

1 Financials 96.18%
2 Healthcare 3.77%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$74M 86.9%
107
-23
2
$7.9M 9.29%
119,046
3
$2.21M 2.6%
562,400
4
$794K 0.93%
14,033
5
$207K 0.24%
+27,778
6
-179,510