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
$357M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$80.4M

Top Sells

1 +$20.5M
2 +$8.62K

Sector Composition

1 Consumer Discretionary 78.12%
2 Healthcare 10.67%
3 Technology 8.96%
4 Financials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$160M 44.7%
5,432,808
+2,735,266
2
$119M 33.42%
1,785,714
3
$38.1M 10.67%
150,000
4
$32M 8.96%
281,689
-180,785
5
$7.74M 2.17%
700,000
6
$301K 0.08%
73,821
-2,114