WU

Washington University Portfolio holdings

AUM $179M
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$2.54M

Top Sells

1
+$10.3M
2
+$277K

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
$82.6B
$169M 94.77%
10,566,927
+158,731
MAZE
2
Maze Therapeutics
MAZE
$1.99B
$5.46M 3.06%
+210,681
MRNA icon
3
Moderna
MRNA
$10.6B
$3.87M 2.17%
150,000
IOT icon
4
Samsara
IOT
$26.9B
– –
-258,221
PONY
5
Pony AI Inc
PONY
$6.16B
– –
-20,948