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
$62.4M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$117K

Top Sells

1 +$19.1M
2 +$2.21M

Sector Composition

1 Financials 98.47%
2 Healthcare 1.11%
3 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$53.8M 86.23%
79
-28
2
$7.64M 12.24%
119,046
3
$474K 0.76%
14,033
4
$221K 0.35%
27,778
5
$117K 0.19%
+18,172
6
-562,400