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
$478M
AUM Growth
-$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.43M
2 +$2.72M
3 +$2.46M
4
WELL icon
Welltower
WELL
+$2.14M
5
INTU icon
Intuit
INTU
+$2.02M

Top Sells

1 +$10.1M
2 +$7.38M
3 +$3.29M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.07M

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
-15,720