Asset Manager
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Robert B. Daugherty Foundation
15000 VALMONT PLAZA, STE 202, OMAHA, NE 68154 • 402-933-4663
Market Value
$116M
-19.8%
Holdings
1
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Industrials | 100.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $116M | 100.0% |
Portfolio Analytics
Avg Market Cap
$9.2B
Median Market Cap
$9.2B
Avg P/E
18.9
Median P/E
18.9
Avg Dividend Yield
0.01%
Avg Beta
1.34
# Stocks
1
# ETFs / Funds
0
Top Holdings (1 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VMI | 100.00% | 250,000 | $116M | $462.98 | -$29M | — | — |