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
$88.8M
AUM Growth
+$209K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.2M
3
+$495K

Top Sells

1
+$2.98M
2
+$2.78M

Sector Composition

1 Healthcare 32.15%
2 Financials 20.78%
3 Industrials 12.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.8M 34.71%
56,348
+905
2
$18.5M 20.78%
1,431,951
3
$12.8M 14.42%
45,730
-10,646
4
$11M 12.36%
69,083
-17,478
5
$9.94M 11.19%
423,849
+51,274
6
$5.8M 6.53%
724,132
+225,995