WU

Washington University Portfolio holdings

AUM $160M
1-Year Est. Return 42.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$4.42M
2 +$3.86M
3 +$992K

Sector Composition

1 Financials 94.77%
2 Healthcare 5.23%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NU icon
1
Nu Holdings
NU
$58.2B
$152M 94.77%
10,566,927
MAZE
2
Maze Therapeutics
MAZE
$1.34B
$8.38M 5.23%
280,802
MRNA icon
3
Moderna
MRNA
$18.8B
-150,000
RBRK icon
4
Rubrik
RBRK
$15.1B
-50,488
FIG
5
Figma
FIG
$11.5B
-26,547