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
$60.1M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$7.72M
2 +$6.28M

Top Sells

1 +$50.1M

Sector Composition

1 Healthcare 45.12%
2 Financials 26.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$17.1M 28.42%
35,758
-104,790
2
$17M 28.29%
73,487
+33,354
3
$15.9M 26.46%
1,909,267
4
$8.7M 14.48%
372,575
+268,759
5
$1.41M 2.35%
126,516