UOWF

University of Wisconsin Foundation Portfolio holdings

AUM $119M
1-Year Est. Return 47.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.02%
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
+$7.55M
2
+$4.83M
3
+$2.12M

Top Sells

1
+$58.4M

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