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
$113M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$5.91M
2 +$1.91M
3 +$1.26M

Top Sells

1 +$10.5K

Sector Composition

1 Consumer Staples 80.56%
2 Healthcare 5.27%
3 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$89.1M 78.87%
3,871,972
2
$14.1M 12.45%
342,000
3
$5.91M 5.23%
+143,522
4
$1.91M 1.7%
+129,987
5
$1.26M 1.11%
+40,000
6
$680K 0.6%
6,464
-100
7
$45.8K 0.04%
490