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
$129M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$72.1M
2 +$6.96M
3 +$1.41M
4
INGN icon
Inogen
INGN
+$249K
5
GE icon
GE Aerospace
GE
+$245K

Top Sells

1 +$1.02M

Sector Composition

1 Consumer Discretionary 1.09%
2 Healthcare 0.79%
3 Industrials 0.19%
4 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$120M 92.54%
1,965,343
+1,184,343
2
$6.96M 5.39%
+174,000
3
$1.41M 1.09%
+109,762
4
$1.01M 0.79%
32,365
+7,952
5
$245K 0.19%
+2,022
6
-18,800