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
$87.3M
AUM Growth
-$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$5.86M
2 +$5.25M
3 +$1.95M

Top Sells

1 +$56.1M

Sector Composition

1 Financials 15.86%
2 Healthcare 14.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$60.4M 69.17%
140,548
-130,580
2
$13.8M 15.86%
1,909,267
3
$5.86M 6.72%
+40,133
4
$5.25M 6.02%
+103,816
5
$1.95M 2.24%
+126,516