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
$37.3M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$557K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 62.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23.2M 62.28%
+558,535
2
$13.3M 35.78%
342,000
3
$557K 1.49%
+6,564
4
$166K 0.45%
107,278