TODC

Trustees of Dartmouth College Portfolio holdings

AUM $357M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.8M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

1 +$24.6M
2 +$10.2M
3 +$21K
4
LEN icon
Lennar Class A
LEN
+$15K
5
HD icon
Home Depot
HD
+$13K

Sector Composition

1 Real Estate 8.44%
2 Energy 1.88%
3 Financials 0.21%
4 Healthcare 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-165
27
-522,797
28
-68
29
-270,000
30
-251
31
-230