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
$749M
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$277M
2 +$113M
3 +$13.1M
4
ARVN icon
Arvinas
ARVN
+$3.11M

Top Sells

1 +$5.67M
2 +$541K
3 +$244K

Sector Composition

1 Real Estate 25.09%
2 Energy 10.37%
3 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$347M 46.36%
8,473,000
+6,751,000
2
$188M 25.09%
5,104,535
3
$116M 15.41%
1,699,000
+1,663,000
4
$77.7M 10.37%
4,387,218
5
$13.1M 1.74%
+120,000
6
$4.07M 0.54%
66,700
-93,000
7
$3.11M 0.42%
+184,615
8
$530K 0.07%
7,951
9
-13,469
10
-3,000