Asset Manager
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William Marsh Rice University
Market Value
$221M
+8.4%
Holdings
2
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BSM | 38.81% | 36.99% | +1.82% | $86M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VOO | 61.19% | 63.01% | -1.82% | $135M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $135M | 61.2% |
| Mid Cap | 1 | $86M | 38.8% |
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