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
$42.7M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$188K

Top Sells

1 +$32.9K

Sector Composition

1 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.3M 61.55%
434,112
2
$9.59M 22.46%
84,598
+17,514
3
$6.06M 14.18%
50,219
+1,558
4
$771K 1.81%
30,467
-1,302