VU

Vanderbilt University Portfolio holdings

AUM $530M
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.34M
3 +$993K
4
DRE
Duke Realty Corp.
DRE
+$986K
5
SAFE
Safehold Inc.
SAFE
+$983K

Top Sells

1 +$30.3M
2 +$1.05M
3 +$1.04M
4
REXR icon
Rexford Industrial Realty
REXR
+$1.02M
5
APLE icon
Apple Hospitality REIT
APLE
+$1.01M

Sector Composition

1 Consumer Discretionary 5.48%
2 Real Estate 5.43%
3 Financials 1.12%
4 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-109,187