Asset Manager
← All Institutions
Diana Davis Spencer Foundation
Market Value
$292M
+1.4%
Holdings
4
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VOO | 9.67% | 8.87% | +0.80% | $28M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $147M | 50.2% |
| Large Cap | 1 | $110M | 37.8% |
| Mid Cap | 1 | $35M | 12.0% |
Portfolio Analytics
Avg Market Cap
$515.2B
Median Market Cap
$221.4B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.24
# Stocks
0
# ETFs / Funds
4