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
$72.2M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M

Top Sells

1 +$10.3M
2 +$4.64M

Sector Composition

1 Financials 24.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$34.7M 48.1%
178,392
-53,163
2
$17.4M 24.09%
50
3
$14.2M 19.69%
178,609
+129,882
4
$4.37M 6.05%
47,179
-50,132
5
$1.49M 2.06%
10,000