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OHSU

Oregon Health & Science University Portfolio holdings

AUM $227M
This Fund
S&P 500
This Quarter Est. Return
+13.53%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow %
94.05%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$145M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGV icon
1
Vanguard ESG US Stock ETF
ESGV
$13.1B
$155M 100%
+2,202,120
New +$145M

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Oregon Health & Science University's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Oregon Health & Science University, which disclosed 1 position worth $155M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Vanguard ESG US Stock ETF: 2,202,120 shares worth $155M.

  • Oregon Health & Science University's largest Q4 2020 buy was Vanguard ESG US Stock ETF: 2,202,120 shares worth $155M.
  • Oregon Health & Science University's ten largest holdings make up 100% of its $155M portfolio in Q4 2020.
  • Oregon Health & Science University disclosed 1 position in Q4 2020, its first 13F filing on record.

Based on Oregon Health & Science University's 13F filing for Q4 2020, filed 15 Apr 2021.