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TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
Market Value
$297M
Holdings
4
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 3 | $290M | 97.7% |
| Small Cap | 1 | $7M | 2.3% |
Portfolio Analytics
Avg Market Cap
$4.4B
Median Market Cap
$4.3B
Avg P/E
283.6
Median P/E
283.6
Avg Dividend Yield
—%
Avg Beta
1.47
# Stocks
4
# ETFs / Funds
0
Top Holdings (4 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| USAR | $73M | 24.75% |