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
$40M
AUM Growth
-$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$9.97M
2 +$9.01M

Top Sells

1 +$89.1M
2 +$1.91M
3 +$1.26M

Sector Composition

1 Financials 24.96%
2 Consumer Discretionary 22.55%
3 Healthcare 14.88%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.3M 35.75%
342,000
2
$9.97M 24.96%
+37,612
3
$9.01M 22.55%
+134,275
4
$5.92M 14.83%
143,522
5
$745K 1.87%
6,464
6
$21.4K 0.05%
490
7
-3,871,972
8
-129,987
9
-40,000