WU

Washington University Portfolio holdings

AUM $179M
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$277K

Top Sells

No sells this quarter

Sector Composition

1 Financials 87.81%
2 Technology 8.69%
3 Healthcare 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NU icon
1
Nu Holdings
NU
$76.7B
$107M 87.81%
10,408,196
IOT icon
2
Samsara
IOT
$22.3B
$10.3M 8.46%
+258,221
MRNA icon
3
Moderna
MRNA
$9.58B
$4.25M 3.5%
150,000
PONY
4
Pony AI Inc
PONY
$4.99B
$277K 0.23%
+20,948