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
$355M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$3.36M
3
+$1.72M
4
TDOC icon
Teladoc Health
TDOC
+$163K

Top Sells

1
+$125M
2
+$23M
3
+$1.02M

Sector Composition

1 Energy 61.17%
2 Technology 0.95%
3 Utilities 0.48%
4 Healthcare 0.05%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$217M 61.17%
8,740,871
2
$133M 37.36%
3,932,200
+3,900,800
3
$3.36M 0.95%
+45,542
4
$1.72M 0.48%
+42,055
5
$163K 0.05%
+16,963
6
– –
-391,100
7
– –
-93,709
8
– –
-3,810,300