Asset Manager
← All Institutions
William Marsh Rice University
Market Value
$146M
+3.9%
Holdings
2
-1
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 | 49.01% | 47.25% | +1.76% | $72M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BSM | 50.99% | 52.75% | -1.76% | $74M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $72M | 49.0% |
| Mid Cap | 1 | $74M | 51.0% |
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