Asset Manager
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William Marsh Rice University
Market Value
$219M
-0.6%
Holdings
2
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VOO | 63.91% | 61.19% | +2.72% | $140M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BSM | 36.09% | 38.81% | -2.72% | $79M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $140M | 63.9% |
| Mid Cap | 1 | $79M | 36.1% |
Portfolio Analytics
Avg Market Cap
$862.9B
Median Market Cap
$862.9B
Avg P/E
12.1
Median P/E
12.1
Avg Dividend Yield
0.08%
Avg Beta
0.51
# Stocks
1
# ETFs / Funds
1