UM
UniSuper Management Portfolio holdings
AUM
$14.9B
This Quarter Return
+10.97%
1 Year Return
+23.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$10.4B
AUM Growth
+$1.41B
(+16%)
Cap. Flow
+$793M
Cap. Flow
% of AUM
7.59%
Top 10 Holdings %
Top 10 Hldgs %
36.28%
Holding
1,020
New
273
Increased
618
Reduced
72
Closed
14
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$134M |
| 2 |
Wells Fargo
WFC
|
$55M |
| 3 |
Citigroup
C
|
$53.2M |
| 4 |
Bank of America
BAC
|
$51M |
| 5 |
Union Pacific
UNP
|
$44.6M |
Top Sells
| 1 |
Crown Castle
CCI
|
$49.6M |
| 2 |
Dominion Energy
D
|
$46.9M |
| 3 |
Verizon
VZ
|
$41.8M |
| 4 |
Digital Realty Trust
DLR
|
$40.1M |
| 5 |
Broadcom
AVGO
|
$39.2M |
Sector Composition
| 1 | Technology | 34.4% |
| 2 | Financials | 13.76% |
| 3 | Consumer Discretionary | 9.15% |
| 4 | Healthcare | 8.14% |
| 5 | Industrials | 7.76% |
