UOC

University of Chicago Portfolio holdings

AUM $117M
1-Year Est. Return 11.37%
This Quarter Est. Return
1 Year Est. Return
+11.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.6M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$239K

Top Sells

1 +$3.27M
2 +$33.7K

Sector Composition

1 Consumer Staples 2.01%
2 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$65.1M 97.63%
569,599
2
$1.34M 2.01%
37,695
-950
3
$239K 0.36%
+4,500
4
$4K 0.01%
10,303
5
-30,687