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
$443M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$176M
2 +$4.42M

Top Sells

1 +$107M
2 +$34.3M
3 +$4.96M

Sector Composition

1 Energy 43.19%
2 Real Estate 39.75%
3 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$176M 39.75%
+5,145,068
2
$118M 26.67%
5,769,780
+216,144
3
$73.1M 16.51%
3,674,487
-249,000
4
$66.2M 14.96%
967,022
-1,560,978
5
$9.35M 2.11%
250,000
6
-864,400