Asset Manager
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WASHINGTON UNIVERSITY
CAMPUS BOX NUMBER 1058 ONE BROOKINGS DRIVE, ST LOUIS, MO 63130-4899 • 314-935-5152
Market Value
$160M
-19.0%
Holdings
5
New Purchases
0
Added To
0
Closed
3
Reduced
0
Top 10 Concentration
100.0%
Turnover
60.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NU | 94.77% | 89.43% | +5.34% | $152M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 94.8% |
| Healthcare | 5.2% |
| Technology | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 4 | $152M | 94.8% |
| Small Cap | 1 | $8M | 5.2% |
Portfolio Analytics
Avg Market Cap
$21.2B
Median Market Cap
$13.5B
Avg P/E
19.4
Median P/E
19.4
Avg Dividend Yield
—%
Avg Beta
1.00
# Stocks
5
# ETFs / Funds
0