Uo
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University of Massachusetts Foundation, Inc.13F | |
| University of Massachusetts Foundation, Inc. | |
| Last update 2025-05-13 | 4 Stocks (0 new) |
| Value $178.00 Mil | Turnover 0 % |
University of Massachusetts Fo... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 242,779 | 66,725.4 | -6.52% | 37.420 | -2.64% | 0.020 | +7.79% | +2.52% | 444,818.9 | ||
IVV | iShares Core S&P 500 ETF | 82,898 | 46,580.4 | 0% | 26.120 | 0% | 0.010 | +7.51% | +2.90% | 593,144.9 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 700,928 | 37,829.1 | 0% | 21.210 | 0% | 0.050 | +10.42% | +13.42% | 91,397.1 | ||
IEFA | iShares Core MSCI EAFE ETF | 359,506 | 27,196.6 | 0% | 15.250 | 0% | 0.020 | +9.51% | +19.07% | 141,458.0 |
University of Massachusetts Foundation, Inc.'s Historical Top Holdings Breakdowns
University of Massachusetts Foundation, Inc.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce | -2.64% | 271.18 ($290.53) 303.12 | $296.06 | 1.90% | Reduce -6.52% | 242,779 | -16,932 | |
VTI | Vanguard Total Stock Market ETF | 2024-12-31 | Reduce | -18.66% | 280.04 ($291.95) 302.45 | $296.06 | 1.41% | Reduce -37.17% | 259,711 | -153,644 | |
VTI | Vanguard Total Stock Market ETF | 2024-09-30 | Reduce | -7.93% | 255.18 ($272.76) 283.2 | $296.06 | 8.54% | Reduce -14.59% | 413,355 | -70,615 | |
VTI | Vanguard Total Stock Market ETF | 2024-06-30 | Reduce | -2.10% | 245.23 ($258.82) 269.4 | $296.06 | 14.39% | Reduce -3.87% | 483,970 | -19,459 | |
IVV | iShares Core S&P 500 ETF | 2024-06-30 | Reduce | -1.27% | 497.53 ($525.83) 549.64 | $603.89 | 14.85% | Reduce -6.56% | 82,898 | -5,816 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | Reduce | -1.49% | 469.56 ($500.36) 525.73 | $603.89 | 20.69% | Reduce -7.37% | 88,714 | -7,060 | |
VTI | Vanguard Total Stock Market ETF | 2023-06-30 | Add | +17.80% | 199.99 ($207.79) 220.28 | $296.06 | 42.48% | Add 51.75% | 503,429 | 171,674 | |
IVV | iShares Core S&P 500 ETF | 2023-06-30 | Reduce | -3.45% | 404.91 ($420.31) 445.71 | $603.89 | 43.68% | Reduce -13.05% | 95,774 | -14,370 |
University of Massachusetts Foundation, Inc. Total Holding History ($B)
University of Massachusetts Foundation, Inc.'s Asset Allocation
University of Massachusetts Foundation, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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University of Massachusetts Foundation, Inc.'s Hypothetical Growth since 2025-03-31
University of Massachusetts Foundation, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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University of Massachusetts Foundation, Inc.'s Holdings Heat Map
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University of Massachusetts Foundation, Inc.'s Holdings Bubble Chart
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