YU

Yale University Portfolio holdings

AUM $842K
1-Year Est. Return 23.56%
This Quarter Est. Return
1 Year Est. Return
-23.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.6M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$503K

Top Sells

1 +$9.11M
2 +$8.88M
3 +$6.93M
4
TWTR
Twitter, Inc.
TWTR
+$2.06M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$286K

Sector Composition

1 Materials 1.98%
2 Healthcare 0.97%
3 Communication Services 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$50.1M 97.05%
781,000
-142,000
2
$1.02M 1.98%
+18,800
3
$503K 0.97%
+24,413
4
-2,406
5
-5,392
6
-206,000
7
-77,093
8
-50,405