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
$62.5M
AUM Growth
+$110K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.4M
2
+$117K

Sector Composition

1 Financials 98.39%
2 Healthcare 1.38%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.07T
$52.7M 84.32%
66
-13
RYAN icon
2
Ryan Specialty Holdings
RYAN
$6.73B
$8.79M 14.07%
119,046
TEM
3
Tempus AI
TEM
$16.1B
$677K 1.08%
14,033
ACTU
4
Actuate Therapeutics
ACTU
$172M
$188K 0.3%
27,778
GRNT icon
5
Granite Ridge Resources
GRNT
$693M
– –
-18,172