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
$396M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.65M
2 +$1.65M
3 +$1.28M
4
AMT icon
American Tower
AMT
+$1.08M
5
CCI icon
Crown Castle
CCI
+$966K

Top Sells

1 +$1.53M
2 +$994K
3 +$991K
4
SAFE
Safehold Inc.
SAFE
+$983K
5
O icon
Realty Income
O
+$983K

Sector Composition

1 Real Estate 5.02%
2 Consumer Discretionary 3.49%
3 Communication Services 0.92%
4 Financials 0.73%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-50,683
52
-7,080
53
-17,736
54
-34,965