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
$79.1M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.9M 42.88%
152,251
2
$20.9M 26.45%
50
3
$14.7M 18.58%
178,609
4
$7.9M 9.99%
76,285
+29,106
5
$1.66M 2.1%
10,000