Asset Manager
← All Institutions
West Virginia University Foundation, Inc
Market Value
$380M
+14.7%
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 |
|---|---|---|---|---|
| VOO | 59.47% | 56.95% | +2.52% | $226M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VTI | 40.53% | 43.05% | -2.52% | $154M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $380M | 100.0% |
Portfolio Analytics
Avg Market Cap
$1.1T
Median Market Cap
$1.1T
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.02
# Stocks
0
# ETFs / Funds
2