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
$129M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$59.9M
2 +$21.5M

Top Sells

1 +$76.2K

Sector Composition

1 Consumer Staples 72.05%
2 Healthcare 16.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$92.8M 72.05%
4,254,973
+2,745,121
2
$21.5M 16.65%
+111,468
3
$13.9M 10.8%
342,000
4
$642K 0.5%
6,564
5
-65,654