Latest University of Maryland Foundation, Inc. Stock Portfolio
About University of Maryland Foundation, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, University of Maryland Foundation, Inc. reported an equity portfolio of $141 Millions as of 30 Sep, 2024.
The top stock holdings of University of Maryland Foundation, Inc. are VB, IJR, VB. The fund has invested 39% of it's portfolio in VANGUARD INDEX FDS and 28.8% of portfolio in ISHARES CORE.
University of Maryland Foundation, Inc. opened new stock positions in ISHARES CORE (IJR).
The top stock holdings of University of Maryland Foundation, Inc. are VB, IJR, VB. The fund has invested 39% of it's portfolio in VANGUARD INDEX FDS and 28.8% of portfolio in ISHARES CORE.
University of Maryland Foundation, Inc. opened new stock positions in ISHARES CORE (IJR).
University of Maryland Foundation, Inc. Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares core | 40,623,000 |
New stocks bought by University of Maryland Foundation, Inc.
Additions
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 2.4 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 0.9 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
University of Maryland Foundation, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of University of Maryland Foundation, Inc.
Last Reported on: 05 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACWF | ishares tr | 1.39 | 10,000 | 1,961,000 | unchanged | 0.00 | ||
| IJR | ishares core | 28.82 | 323,381 | 40,623,000 | new | |||
| VB | vanguard index fds | 39.01 | 194,208 | 54,992,000 | unchanged | 0.00 | ||
| VB | vanguard index fds | 16.18 | 113,570 | 22,803,000 | unchanged | 0.00 | ||
| VEU | vanguard intl equity index fhs | 12.32 | 221,527 | 17,366,000 | unchanged | 0.00 | ||
| VEU | vanguard intl equity index fhs | 0.32 | 3,786 | 453,000 | unchanged | 0.00 | ||
| berkshire hathaway inc del | 1.96 | 4.00 | 2,765,000 | unchanged | 0.00 | |||