WVUFI

West Virginia University Foundation, Inc Portfolio holdings

AUM $528M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$3.45M
2 +$3.45M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$189M 56.95%
332,380
+6,564
2
$143M 43.05%
469,601
+12,264