Asset Manager
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NORTHWESTERN UNIVERSITY
633 CLARK ST, EVANSTON, IL 60208 • 847-491-7050
Market Value
$51M
+48555.1%
Holdings
3
-1
New Purchases
1
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
66.7%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BSM | 0.00% | 14.83% | -14.83% | $0 |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
| Energy | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $47M | 92.2% |
| Mid Cap | 2 | $4M | 7.8% |
Portfolio Analytics
Avg Market Cap
$351.7B
Median Market Cap
$4.2B
Avg P/E
18.8
Median P/E
14.5
Avg Dividend Yield
0.03%
Avg Beta
0.45
# Stocks
3
# ETFs / Funds
0