UOMF

University of Massachusetts Foundation Portfolio holdings

AUM $199M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$37.6M

Top Sells

1 +$377K

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$38M 32.68%
567,297
2
$37.6M 32.36%
+87,539
3
$20.4M 17.57%
91,727
4
$20.2M 17.39%
270,153
5
-16,169