Asset Manager
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Pennsylvania State University
Market Value
$249M
+29.9%
Holdings
3
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BBJP | 29.20% | 0.00% | +29.20% | $73M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 3 | $249M | 100.0% |
Portfolio Analytics
Avg Market Cap
$48.3B
Median Market Cap
$61.5B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.74
# Stocks
0
# ETFs / Funds
3
Top Holdings (3 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| BBJP | $73M | 29.20% |