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
$154M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$238K

Top Sells

1 +$54.6M
2 +$14.8M

Sector Composition

1 Financials 92.12%
2 Healthcare 6.5%
3 Consumer Staples 1.23%
4 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$142M 92.12%
10,408,196
-4,000,000
2
$10M 6.5%
150,000
3
$1.89M 1.23%
116,276
-911,803
4
$238K 0.15%
+5,839