UOWF

University of Wisconsin Foundation Portfolio holdings

AUM $89.4M
1-Year Est. Return 46.68%
This Quarter Est. Return
1 Year Est. Return
+46.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$73.9M

Top Sells

1 +$176K

Sector Composition

1 Financials 11.08%
2 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$121M 88.92%
271,128
+165,755
2
$15.1M 11.08%
1,909,267
3
-13,900