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
$45.9M
AUM Growth
+$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$31.4M
2 +$76.2K

Top Sells

1 +$23.2M
2 +$166K

Sector Composition

1 Consumer Staples 68.41%
2 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.4M 68.41%
+1,509,852
2
$13.8M 30.13%
342,000
3
$594K 1.3%
6,564
4
$76.2K 0.17%
+65,654
5
-558,535
6
-107,278