WU

Washington University Portfolio holdings

AUM $198M
1-Year Est. Return 62.96%
This Quarter Est. Return
1 Year Est. Return
+62.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.91M
3
+$992K

Top Sells

No sells this quarter

Sector Composition

1 Financials 89.43%
2 Healthcare 8.12%
3 Technology 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NU icon
1
Nu Holdings
NU
$83.1B
$177M 89.43%
10,566,927
MAZE
2
Maze Therapeutics
MAZE
$2.06B
$11.6M 5.88%
280,802
+70,121
MRNA icon
3
Moderna
MRNA
$16.5B
$4.42M 2.24%
150,000
RBRK icon
4
Rubrik
RBRK
$13.2B
$3.86M 1.95%
+50,488
FIG
5
Figma
FIG
$13.8B
$992K 0.5%
+26,547