Asset Manager
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ROBERT WOOD JOHNSON FOUNDATION
50 COLLEGE ROAD EAST, PRINCETON, NJ 08540-6614 • 6094528701
Market Value
$81M
-35.1%
Holdings
2
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ORCC | 56.59% | 37.38% | +19.20% | $46M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| KRMN | 43.41% | 62.62% | -19.20% | $35M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Industrials | 62.6% |
| Financial Services | 37.4% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 2 | $81M | 100.0% |
Portfolio Analytics
Avg Market Cap
$4.9B
Median Market Cap
$4.9B
Avg P/E
67.2
Median P/E
67.2
Avg Dividend Yield
0.04%
Avg Beta
0.76
# Stocks
2
# ETFs / Funds
0