UOMF

University of Maryland Foundation Portfolio holdings

AUM $16.6M
1-Year Est. Return 10.97%
This Quarter Est. Return
1 Year Est. Return
+10.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$44.1M
2 +$30.2M
3 +$22M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$17M
5
VT icon
Vanguard Total World Stock ETF
VT
+$14.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$44.1M 32.38%
+1,930,634
2
$30.2M 22.21%
+184,697
3
$22M 16.15%
+261,983
4
$17M 12.48%
+50
5
$14.1M 10.38%
+174,449
6
$4.32M 3.18%
+97,244
7
$3.09M 2.27%
+70,135
8
$1.29M 0.95%
+10,000