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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
-9.02%
1 Year Est. Return
+38.9%
3 Year Est. Return
+69.22%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.3M
AUM Growth
-$7.42M
Cap. Flow
+$2.26M
Cap. Flow %
2.3%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.26M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
1
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$98.1M 99.74%
1,878,067
+40,786
+2% +$2.26M
IWN icon
2
iShares Russell 2000 Value ETF
IWN
$14.6B
$251K 0.26%
1,615
– –

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 2024 Portfolio in Review

As of Q4 2024, University of Pittsburgh held 2 positions worth $98.3M, down 7% from $106M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 0%. University of Pittsburgh opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

  • University of Pittsburgh added most to iShares Core MSCI Emerging Markets ETF in Q4 2024, an estimated $2.26M increase.
  • University of Pittsburgh's ten largest holdings make up 100% of its $98.3M portfolio in Q4 2024.
  • University of Pittsburgh opened 0 new positions and closed 0 in Q4 2024.
  • University of Pittsburgh's portfolio value fell 7% quarter-over-quarter to $98.3M.

Based on University of Pittsburgh's 13F filing for Q4 2024, filed 6 Feb 2025.