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NORTHWESTERN UNIVERSITY
633 CLARK ST, EVANSTON, IL 60208 • 847-491-7050
Market Value
$63M
+23.1%
Holdings
4
+1
New Purchases
2
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
| Energy | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $55M | 87.6% |
| Large Cap | 1 | $3M | 5.3% |
| Mid Cap | 1 | $4M | 7.1% |
Portfolio Analytics
Avg Market Cap
$715.5B
Median Market Cap
$567.2B
Avg P/E
26.1
Median P/E
26.1
Avg Dividend Yield
0.01%
Avg Beta
0.74
# Stocks
2
# ETFs / Funds
2