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UOP

University of Pittsburgh Portfolio holdings

AUM $71.3M
1-Year Est. Return 38.9%
This Fund
S&P 500
This Quarter Est. Return
+8.95%
1 Year Est. Return
+38.9%
3 Year Est. Return
+69.22%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$59.8M
AUM Growth
–
Cap. Flow
+$59M
Cap. Flow %
98.66%
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
IWV icon
iShares Russell 3000 ETF
IWV
+$28.2M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$22.1M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.47M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$268K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IWV icon
1
iShares Russell 3000 ETF
IWV
$20.6B
$28M 46.85%
+126,991
New +$28.2M
2022 Q4
0 quarters
IEMG icon
2
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$22.7M 37.87%
+485,035
New +$22.1M
2022 Q4
0 quarters
EFA icon
3
iShares MSCI EAFE ETF
EFA
$76.4B
$8.87M 14.83%
+135,172
New +$8.47M
2022 Q4
0 quarters
IWN icon
4
iShares Russell 2000 Value ETF
IWN
$13.9B
$263K 0.44%
+1,895
New +$268K
2022 Q4
0 quarters

Similar funds

1M
13D Management New York $71.3M AUM 83.05% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $71.5M AUM 22.1% 1-Year Est. Return
HSPW
Harrison Street Private Wealth Denver, Colorado $71M AUM
BWM
Blossom Wealth Management San Ramon, Ca, California $71M AUM 18.12% 1-Year Est. Return
1C
1060 Capital Denver, Colorado $70.9M AUM 98.51% 1-Year Est. Return
NI
NCP Inc La Quinta, California $71.9M AUM 43.23% 1-Year Est. Return
HCVG
H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return
KA
KDT Advisors New York $72.3M AUM 27.69% 1-Year Est. Return

University of Pittsburgh's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for University of Pittsburgh, which disclosed 4 positions worth $59.8M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is iShares Russell 3000 ETF: 126,991 shares worth $28M.

  • University of Pittsburgh's largest Q4 2022 buy was iShares Russell 3000 ETF: 126,991 shares worth $28M.
  • University of Pittsburgh's ten largest holdings make up 100% of its $59.8M portfolio in Q4 2022.
  • University of Pittsburgh disclosed 4 positions in Q4 2022, its first 13F filing on record.

Based on University of Pittsburgh's 13F filing for Q4 2022, filed 14 Feb 2023.