Asset Manager
← All Institutions
Michael & Susan Dell Foundation
Market Value
$2.5B
+6.4%
Holdings
4
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| HAYW | 3.13% | 5.36% | -2.23% | $77M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $2.3B | 94.4% |
| Large Cap | 1 | $60M | 2.4% |
| Mid Cap | 1 | $77M | 3.1% |
Portfolio Analytics
Avg Market Cap
$748.5B
Median Market Cap
$515.2B
Avg P/E
43.3
Median P/E
32.4
Avg Dividend Yield
0.00%
Avg Beta
1.16
# Stocks
3
# ETFs / Funds
1