VU

Vanderbilt University Portfolio holdings

AUM $586M
1-Year Est. Return 30.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
-$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.62M
3
+$2.37M
4
WELL icon
Welltower
WELL
+$2.01M
5
INTU icon
Intuit
INTU
+$1.91M

Top Sells

1
+$10.2M
2
+$7.27M
3
+$3.29M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.12M
5
SBAC icon
SBA Communications
SBAC
+$2.08M

Sector Composition

1 Real Estate 16.6%
2 Technology 5.63%
3 Healthcare 2.43%
4 Communication Services 1.97%
5 Financials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-75,520
77
– –
-9,317
78
– –
-23,508
1 2 3
4