WU

Washington University Portfolio holdings

AUM $121M
1-Year Est. Return 0.08%
This Quarter Est. Return
1 Year Est. Return
+0.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$325K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 59.52%
2 Technology 40.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$68.8M 59.24%
1,785,714
2
$47M 40.48%
462,474
3
$325K 0.28%
+11,986