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
$118M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$3.45M

Top Sells

1 +$1.89M
2 +$238K

Sector Composition

1 Financials 91.76%
2 Healthcare 5.31%
3 Industrials 2.94%
4 Consumer Discretionary 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$108M 91.76%
10,408,196
2
$6.24M 5.31%
150,000
3
$3.45M 2.94%
+39,026
4
-5,839
5
-116,276