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
$280M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$47M
2 +$39.4M
3 +$3.66M

Top Sells

1 +$325K

Sector Composition

1 Consumer Discretionary 63.35%
2 Technology 18.59%
3 Healthcare 16.76%
4 Financials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$138M 49.31%
1,785,714
2
$52.1M 18.59%
462,474
3
$47M 16.76%
+200,000
4
$39.4M 14.03%
+220,677
5
$3.66M 1.31%
+58,842
6
-11,986