EU
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EMORY UNIVERSITY13F | |
| EMORY UNIVERSITY | |
| Last update 2024-10-25 | 9 Stocks (2 new) |
| Value $66.00 Mil | Turnover 25 % |
| Portfolio Report | |
EMORY UNIVERSITY Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRLN | SPDR Blackstone Senior Loan ETF | 640,265 | 26737.470 | +2.23% | 40.480 | +0.88% | 0.410 | +1.67% | +0.36% | 8003.554 | ||
BINC | iShares Flexible Income Active ETF | 303,723 | 16258.290 | +1.46% | 24.620 | +0.35% | 0.270 | -0.20% | -0.15% | 6884.407 | ||
BTC | Common units of fractional undivided beneficial interest | 2,678,906 | 15082.240 | New Holding | 22.830 | +22.83% | - | +58.75% | +0.29% | 0.000 | ||
COUR | Coursera Inc | 692,766 | 5500.560 | -25.01% | 8.330 | -1.07% | 0.440 | +11.68% | -2.12% | 1317.886 | Education | |
COIN | Coinbase Global Inc | 4,312 | 768.270 | 0% | 1.160 | 0% | 0.000 | +57.53% | +4.22% | 64785.688 | Capital Markets | |
MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 6,527 | 657.200 | New Holding | 1.000 | +1.00% | 0.010 | +0.85% | +0.09% | 11947.153 | ||
SPY | S&P 500 ETF TRUST ETF | 781 | 448.110 | 0% | 0.680 | 0% | 0.000 | +1.10% | -0.95% | 620239.104 | ||
NVDA | NVIDIA Corp | 3,130 | 380.110 | +2.15% | 0.580 | +0.01% | 0.000 | +0.82% | +1.21% | 3328435.900 | Semiconductors | |
ACWI | iShares MSCI ACWI Index Fund | 1,817 | 217.220 | 0% | 0.330 | 0% | 0.000 | -1.69% | -0.96% | 18992.221 | ||
HYG | iShares iBoxx USD High Yield Corporate Bond ETF | 0 | 0.000 | Sold Out | 0.000 | -67.56% | 0.000 | -0.03% | -0.15% | 14520.620 |
EMORY UNIVERSITY's Historical Top Holdings Breakdowns
EMORY UNIVERSITY's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HYG | iShares iBoxx USD High Yield Corporate Bond ETF | 2024-09-30 | Sold Out | -67.56% | 76.72 ($78.67) 80.36 | $78.53 | -0.18% | Sold Out | 0 | -1,360,237 | |
HYG | iShares iBoxx USD High Yield Corporate Bond ETF | 2023-12-31 | New Buy | +63.13% | 71.78 ($74.55) 77.94 | $78.53 | 5.34% | New holding | 1,319,317 | 1,319,317 | |
MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 2023-12-31 | Sold Out | -40.92% | 99.71 ($99.94) 100.17 | $100.43 | 0.49% | Sold Out | 0 | -5,321 | |
BTC | Common units of fractional undivided beneficial interest | 2024-09-30 | New Buy | +22.83% | 4.75 ($32.08) 93.06 | $41.99 | 30.89% | New holding | 2,678,906 | 2,678,906 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2023-12-31 | New Buy | +15.53% | 41.29 ($41.65) 41.98 | $41.88 | 0.55% | New holding | 599,096 | 599,096 | |
AMZN | Amazon.com Inc | 2023-12-31 | Sold Out | -15.22% | 119.57 ($140.18) 154.07 | $218.94 | 56.18% | Sold Out | 0 | -1,280 | |
COUR | Coursera Inc | 2023-12-31 | New Buy | +11.06% | 17.18 ($19.11) 21.04 | $8.32 | -56.46% | New holding | 923,766 | 923,766 | |
BINC | BlackRock Flexible Income ETF | 2023-12-31 | New Buy | +9.42% | 49.54 ($50.78) 52.3 | $51.94 | 2.28% | New holding | 291,458 | 291,458 | |
SPY | S&P 500 ETF TRUST ETF | 2023-12-31 | Reduce | -6.49% | 410.68 ($445.46) 476.69 | $580.49 | 30.31% | Reduce -24.38% | 797 | -257 | |
AAPL | Apple Inc | 2023-12-31 | Reduce | -5.83% | 166.89 ($184.64) 198.11 | $236.85 | 28.28% | Reduce -33.76% | 1,309 | -667 |
EMORY UNIVERSITY Total Holding History ($B)
EMORY UNIVERSITY's Asset Allocation
EMORY UNIVERSITY Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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EMORY UNIVERSITY's Hypothetical Growth since 2024-09-30
EMORY UNIVERSITY's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
EMORY UNIVERSITY's Holdings Heat Map
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EMORY UNIVERSITY's Holdings Bubble Chart
EMORY UNIVERSITY News
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