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
$141M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$40.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$55M 39.01%
194,208
2
$40.6M 28.82%
+323,381
3
$22.8M 16.18%
113,570
4
$17.4M 12.32%
221,527
5
$2.77M 1.96%
4
6
$1.96M 1.39%
10,000
7
$453K 0.32%
3,786