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UOWF

University of Wisconsin Foundation Portfolio holdings

AUM $113M
1-Year Est. Return 23.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.91M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$8.9M
5
DYN icon
Dyne Therapeutics
DYN
+$5.91M

Top Sells

1
+$13.2M
2
+$11.3M

Sector Composition

1 Financials 39.8%
2 Healthcare 34.48%
3 Technology 25.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 20.39%
1,459,021
2
$22.9M 19.41%
1,431,951
3
$15.6M 13.21%
328,504
4
$12.6M 10.67%
+289,201
5
$10.3M 8.7%
+55,066
6
$10.1M 8.52%
+19,431
7
$10M 8.5%
+39,402
8
$6.55M 5.55%
+517,750
9
$5.97M 5.05%
13,007
-35,369
10
– –
-1,153,357