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
$56.7M
AUM Growth
+$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$2.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.8M 40.15%
94,329
2
$16.9M 29.8%
216,706
+38,097
3
$11.3M 19.86%
25
4
$4.04M 7.12%
37,605
5
$1.74M 3.07%
10,000