NU

Northwestern University Portfolio holdings

AUM $106M
1-Year Est. Return 8.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.6M
AUM Growth
+$135K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$142K

Sector Composition

1 Financials 99.85%
2 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.02T
$49.8M 87.99%
66
RYAN icon
2
Ryan Specialty Holdings
RYAN
$6.04B
$6.71M 11.86%
119,046
ACTU
3
Actuate Therapeutics
ACTU
$122M
$43.4K 0.08%
6,488
-21,290