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
$265M
+65.3%
Holdings
4
-1
New Purchases
2
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
75.0%
Top Buys (by % of Portfolio)
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 | 3 | $265M | 100.0% |
| Small Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$32.6B
Median Market Cap
$32.0B
Avg P/E
18.1
Median P/E
18.1
Avg Dividend Yield
—%
Avg Beta
1.55
# Stocks
4
# ETFs / Funds
0
Top Holdings (4 total)
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| MAZE | — | —% |