Asset Manager
← All Institutions
NORTHWESTERN UNIVERSITY
633 CLARK ST, EVANSTON, IL 60208 • 847-491-7050
Market Value
$106K
-99.8%
Holdings
4
+1
New Purchases
1
Added To
1
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
75.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BSM | 14.83% | 0.00% | +14.83% | $16K |
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 | $90K | 85.2% |
| Mid Cap | 2 | $16K | 14.8% |
| Micro Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$263.8B
Median Market Cap
$3.6B
Avg P/E
18.8
Median P/E
14.5
Avg Dividend Yield
0.03%
Avg Beta
0.57
# Stocks
4
# ETFs / Funds
0
Top Holdings (4 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| BSM | $16K | 14.83% |