RWJF

Robert Wood Johnson Foundation Portfolio holdings

AUM $113M
1-Year Est. Return 6.08%
This Quarter Est. Return
1 Year Est. Return
+6.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.6M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$7.71M

Top Sells

1 +$13M
2 +$34.8K

Sector Composition

1 Consumer Discretionary 39.33%
2 Healthcare 32.32%
3 Financials 28.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.71M 39.33%
+28,402
2
$5.56M 28.35%
4,035,112
3
$4.23M 21.59%
970,151
-2,988,347
4
$2.1M 10.72%
12,788,000
-212,000