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
$111M
AUM Growth
-$6.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.45M

Sector Composition

1 Financials 96.16%
2 Healthcare 3.84%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NU icon
1
Nu Holdings
NU
$74.7B
$107M 96.16%
10,408,196
MRNA icon
2
Moderna
MRNA
$10.8B
$4.25M 3.84%
150,000
ROAD icon
3
Construction Partners
ROAD
$6.61B
-39,026