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
$270M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$7.05M
2 +$762K

Top Sells

1 +$4.3M

Sector Composition

1 Financials 63.58%
2 Consumer Staples 15.31%
3 Consumer Discretionary 14.92%
4 Healthcare 5.91%
5 Technology 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$172M 63.58%
14,408,196
+591,346
2
$41.4M 15.31%
2,596,276
-270,000
3
$40.3M 14.92%
2,267,824
4
$16M 5.91%
150,000
5
$762K 0.28%
+28,536