Asset Manager
← All Institutions
NORTHWESTERN UNIVERSITY
633 CLARK ST, EVANSTON, IL 60208 • 847-491-7050
Market Value
$57M
+0.3%
Holdings
3
-1
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 |
|---|---|---|---|---|
| BRK-A | 88.05% | 85.34% | +2.72% | $50M |
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 | $50M | 88.1% |
| Mid Cap | 1 | $7M | 11.9% |
| Micro Cap | 1 | $43K | 0.1% |
Portfolio Analytics
Avg Market Cap
$350.7B
Median Market Cap
$4.2B
Avg P/E
23.3
Median P/E
23.3
Avg Dividend Yield
0.01%
Avg Beta
0.74
# Stocks
3
# ETFs / Funds
0